The MFS Lifetime target-date series benefits from the firm’s well-regarded fund lineup, and management has consistently carried out a long-term strategy that is competitive with industry peers. With an upgrade to the Process rating, the three cheapest share classes earn a Morningstar Analyst Rating of Bronze, while six more expensive share classes receive Neutral ratings.
- NAV / 1-Day Return 19.79 / 0.05 %
- Total Assets 447.7 Mil
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Adj. Expense Ratio
- Expense Ratio 1.570%
- Distribution Fee Level High
- Share Class Type Retirement, Small
- Category Target-Date 2050
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 1.34%
- Turnover 21%
Morningstar’s Analysis MFFMX
Will MFFMX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 0
- Bond Holdings 0
- Other Holdings 24
- % Assets in Top 10 Holdings 63.0