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MFS Lifetime 2050 R1 MFFMX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 19.79  /  0.05 %
  • Total Assets 447.7 Mil
  • Adj. Expense Ratio
    1.570%
  • 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.

A beneficiary of the firm's breadth and depth of resources.

Analyst Hyunmin Kim

Hyunmin Kim

Analyst

Summary

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.

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Portfolio Holdings MFFMX

  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 24
  • % Assets in Top 10 Holdings 63.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MFS Blended Research Intl Eq R6

10.99
50,788,548

MFS Blended Research Mid Cap Eq R6

9.99
46,174,612

MFS Blended Research Growth Eq R6

5.52
25,516,425

MFS Blended Research Value Equity R6

5.50
25,391,991

MFS Value R6

5.49
25,368,296

MFS Growth R6

5.49
25,351,285

MFS Blended Research Core Equity R6

5.00
23,114,785

MFS Research R6

5.00
23,081,980

MFS Commodity Strategy R6

4.99
23,066,726

MFS Mid Cap Value R6

4.99
23,060,369