Skip to Content

MFS Lifetime 2050 R3 MFFOX

Analyst rating as of
NAV / 1-Day Return
20.51  /  1.77 %
Total Assets
401.3 Mil
Adj. Expense Ratio
0.820%
Expense Ratio
0.820%
Fee Level
Low
Longest Manager Tenure
12.22 years
Category
Target-Date 2050
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Extensive
Status
Open
TTM Yield
5.37%
Turnover

Morningstar’s Fund Analysis MFFOX

Will MFFOX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A beneficiary of the broader firm’s strength.

Summary

|

MFS Lifetime target-date series benefits from the firm’s well-regarded fund lineup, but a risky glide path and modest supporting resources mute its appeal. Most share classes receive a Morningstar Analyst Rating of Neutral, while the pricier R1, B, and C share classes are rated Negative.

Unlock our full analysis with Morningstar Investor