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 A MFFSX
- NAV / 1-Day Return 26.99 / −2.17 %
- Total Assets 612.9M
-
Adj. Expense Ratio
0.820%
- Expense Ratio 0.250%
- Distribution Fee Level Average
- Share Class Type Front Load
- Category Target-Date 2050
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 1.99%
- Turnover 13%
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 2:09 AM GMT+0
Morningstar’s Analysis MFFSX
Will MFFSX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the MFFSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of MFFSX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- 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 | 11.00 | 68M | — |
MFS Blended Research Mid Cap Eq R6 | 9.98 | 62M | — |
MFS Blended Research Value Equity R6 | 5.49 | 34M | — |
MFS Value R6 | 5.39 | 33M | — |
MFS Growth R6 | 5.25 | 33M | — |
MFS Blended Research Growth Eq R6 | 5.20 | 32M | — |
MFS Mid Cap Growth R6 | 4.99 | 31M | — |
MFS Global Real Estate R6 | 4.97 | 31M | — |
MFS Commodity Strategy R6 | 4.94 | 31M | — |
MFS Mid Cap Value R6 | 4.92 | 31M | — |
United States