The MFS Lifetime target-date series benefits from the firm’s well-regarded active management, and the allocators have faithfully carried out its long-term strategy, which is competitive with industry peers.
MFS Lifetime 2050 R4 MFFPX
- NAV / 1-Day Return 23.61 / +1.20 %
- Total Assets 555.3 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.580%
- Distribution Fee Level Above Average
- Share Class Type Retirement, Large
- Category Target-Date 2050
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 1.49%
- Turnover 21%
USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0
Morningstar’s Analysis MFFPX
Will MFFPX outperform in 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 62.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
MFS Blended Research Intl Eq R6 | 10.95 | 62.7 Mil | — |
MFS Blended Research Mid Cap Eq R6 | 9.96 | 57.1 Mil | — |
MFS Blended Research Value Equity R6 | 5.48 | 31.4 Mil | — |
MFS Value R6 | 5.47 | 31.3 Mil | — |
MFS Blended Research Growth Eq R6 | 5.33 | 30.5 Mil | — |
MFS Growth R6 | 5.29 | 30.3 Mil | — |
MFS Global Real Estate R6 | 5.00 | 28.6 Mil | — |
MFS Mid Cap Growth R6 | 4.99 | 28.6 Mil | — |
MFS Commodity Strategy R6 | 4.97 | 28.5 Mil | — |
MFS Mid Cap Value R6 | 4.96 | 28.4 Mil | — |