MFS Lifetime 2050 Fund Class C (MFFDX)

Fund Assets	627.49M
Expense Ratio	1.57%
Min. Investment	$1,000
Turnover	13.00%
Dividend (ttm)	0.37
Dividend Yield	1.35%
Dividend Growth	10.20%
Payout Frequency	Annual
Ex-Dividend Date	Dec 23, 2025

Previous Close	27.79
YTD Return	13.75%
1-Year Return	17.60%
5-Year Return	45.53%
52-Week Low	23.72
52-Week High	27.99
Beta (5Y)	0.90
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.

• Fund Family: MFS
• Category: Target-Date 2050
• Performance Rating: Low
• Risk Rating: Below Average
• Stock Exchange: NASDAQ
• Ticker Symbol: MFFDX
• Share Class: C
• Index: S&P 500 TR

Performance

MFFDX had a total return of 17.60% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.65%.

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 Z	0.65%
FYLSX	Fidelity	Fidelity Flex Freedom Blend 2050 Fund	0.01%
FFFQX	Fidelity	Fidelity Advisor Freedom 2050 M	1.18%
FFFLX	Fidelity	Fidelity Advisor Freedom 2050 Fund - Class A	0.93%
FFFHX	Fidelity	Fidelity Freedom 2050 Fund	0.68%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
MFFKX	R6	0.43%
MFFIX	I	0.57%
MFFPX	R4	0.57%
MFFSX	A	0.82%

Top 10 Holdings

62.35% of assets

Name	Symbol	Weight
MFS Blended Research Intl Eq R6	BRXVX	11.06%
MFS Blended Research Mid Cap Eq R6	BMSYX	10.31%
MFS Blended Research Value Equity R6	BRUNX	5.55%
MFS Value R6	MEIKX	5.44%
MFS Mid Cap Growth R6	OTCKX	5.13%
MFS Blended Research Growth Eq R6	BRWVX	5.11%
MFS Growth R6	MFEKX	5.07%
MFS Mid Cap Value R6	MVCKX	5.07%
MFS Global Real Estate R6	MGLRX	4.96%
MFS Blended Research Core Equity R6	MUEVX	4.65%

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

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 27, 2026

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