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 20.37 / 0.69 %
- Total Assets 378.6 Mil
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Adj. Expense Ratio
- Expense Ratio 1.570%
- Distribution Fee Level Low
- Share Class Type —
- Category Target-Date 2050
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium / Limited
- Status Closed
- TTM Yield 1.31%
- Turnover 17%
Morningstar’s Analysis MFFRX
Will MFFRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.