MFS Lifetime 2050 Fund Class C (MFFDX)
| Fund Assets | 627.49M |
| Expense Ratio | 1.58% |
| Min. Investment | $1,000 |
| Turnover | 13.00% |
| Dividend (ttm) | 1.63 |
| Dividend Yield | 6.41% |
| Dividend Growth | 87.08% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 23, 2025 |
| Previous Close | 25.39 |
| YTD Return | 4.42% |
| 1-Year Return | 16.23% |
| 5-Year Return | 47.19% |
| 52-Week Low | 19.00 |
| 52-Week High | 25.72 |
| Beta (5Y) | n/a |
| Holdings | 28 |
| Inception Date | Sep 15, 2010 |
About MFFDX
MFS Lifetime 2050 Fund Class C is a target-date mutual fund designed for investors planning to retire around 2050. It seeks a high level of total return through a diversified, professionally managed mix of underlying MFS funds, emphasizing growth assets in the early years and shifting progressively toward more conservative allocations as the target date approaches, following a preset glide path. The fund employs active risk management across both its underlying holdings and the overall target-date series, providing broad exposure to equities, fixed income, and cash with periodic rebalancing to maintain its strategic mix. Its mandate transitions after the target year to focus on total return from a combination of current income and capital appreciation, aligning with investors’ evolving needs in retirement. The portfolio reflects large, globally diversified equity exposure alongside multi-sector fixed income characteristics such as moderate duration and intermediate maturities sourced from underlying bond funds. Established in 2010, it serves as a convenient, single-fund solution within a broader series of retirement-dated portfolios.
Performance
MFFDX had a total return of 16.23% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.80%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
| Symbol | Provider | Name | Expense Ratio |
|---|---|---|---|
| FIJRX | Fidelity | Fidelity Advisor Freedom 2050 Fund - Class Z | 0.65% |
| FYLSX | Fidelity | Fidelity Flex Freedom Blend 2050 Fund | 0.01% |
| FFFQX | Fidelity | Fidelity Advisor Freedom 2050 Fund - Class M | 1.25% |
| FFFLX | Fidelity | Fidelity Advisor Freedom 2050 Fund - Class A | 1.00% |
| FFFHX | Fidelity | Fidelity Freedom 2050 Fund | 0.75% |
Top 10 Holdings
62.06% of assets| Name | Symbol | Weight |
|---|---|---|
| MFS Blended Research International Equity Fund Class R6 | BRXVX | 11.15% |
| MFS Blended Research Mid Cap Equity Fund R6 | BMSYX | 9.92% |
| MFS Value Fund Class R6 | MEIKX | 5.48% |
| MFS Blended Research Value Equity Fund Class R6 | BRUNX | 5.47% |
| MFS Growth Fund Class R6 | MFEKX | 5.10% |
| MFS Blended Research Growth Equity Fund Class R6 | BRWVX | 5.09% |
| MFS Global Real Estate Fund Class R6 | MGLRX | 4.98% |
| MFS Mid Cap Value Fund Class R6 | MVCKX | 4.97% |
| MFS Commodity Strategy Fund Class R6 | MCSRX | 4.96% |
| MFS Mid Cap Growth Fund Class R6 | OTCKX | 4.94% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 23, 2025 | $1.63415 | Dec 24, 2025 |
| Dec 26, 2024 | $0.8735 | Dec 27, 2024 |
| Dec 27, 2023 | $0.550 | Dec 28, 2023 |
| Dec 28, 2022 | $1.05175 | Dec 29, 2022 |
| Dec 28, 2021 | $1.91239 | Dec 29, 2021 |
| Dec 29, 2020 | $0.3066 | Dec 30, 2020 |