The MFS Lifetime target-date series benefits from the firm's well-regarded fund lineup, and management has faithfully carried out its well-researched allocation framework.
MFS Lifetime 2050 Fund Class R2 MFFNX
- NAV / 1-Day Return 27.51 / +0.11 %
- Total Assets 626.5M
-
Adj. Expense Ratio
1.070%
- Expense Ratio 0.500%
- Distribution Fee Level Above Average
- Share Class Type Retirement, Medium
- Category Target-Date 2050
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 1.67%
- Turnover 13%
USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:11 AM GMT+0
Morningstar’s Analysis MFFNX
Will MFFNX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 62.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
MFS Blended Research Intl Eq R6 | 11.20 | 70M | — |
MFS Blended Research Mid Cap Eq R6 | 10.05 | 63M | — |
MFS Blended Research Value Equity R6 | 5.49 | 34M | — |
MFS Value R6 | 5.35 | 33M | — |
MFS Blended Research Growth Eq R6 | 5.20 | 32M | — |
MFS Growth R6 | 5.15 | 32M | — |
MFS Mid Cap Growth R6 | 5.03 | 31M | — |
MFS Mid Cap Value R6 | 4.95 | 31M | — |
MFS Global Real Estate R6 | 4.90 | 31M | — |
MFS Commodity Strategy R6 | 4.77 | 30M | — |
United States