MFS Lifetime 2050 Fund Class I (MFFIX)

Fund Assets	627.49M
Expense Ratio	0.526%
Min. Investment	$0.00
Turnover	13.00%
Dividend (ttm)	0.63
Dividend Yield	2.26%
Dividend Growth	9.55%
Payout Frequency	Annual
Ex-Dividend Date	Dec 23, 2025

Previous Close	27.87
YTD Return	11.94%
1-Year Return	14.61%
5-Year Return	49.97%
52-Week Low	24.38
52-Week High	28.88
Beta (5Y)	0.90
Holdings	28
Inception Date	Sep 15, 2010

About MFFIX

MFS Lifetime 2050 Fund Class I is a target-date mutual fund designed primarily to support individuals planning for retirement around the year 2050. The fund’s central purpose is to provide a high level of total return through a dynamically managed asset allocation strategy that evolves as the target retirement year approaches. Early in its lifecycle, the fund emphasizes capital growth by investing more heavily in equities. As 2050 nears, the fund gradually shifts toward a more conservative mix, increasing allocations to fixed income and other lower-risk assets to help manage volatility and preserve capital. The fund features disciplined, active risk management and professional oversight by a team of quantitative investment professionals who adjust exposures across a diversified portfolio of underlying MFS funds. This approach aims to deliver broad market participation and disciplined rebalancing, offering investors convenient access to a comprehensive investment solution over their entire pre- and post-retirement periods. Notably, the fund’s holdings span multiple sectors and asset classes, reflecting a strategy tailored to balance growth and risk over time, and its performance is benchmarked against the Standard & Poor's 500 Stock Index for context within the broader U.S. equity market.

• Fund Family: MFS
• Category: Target-Date 2050
• Performance Rating: Average
• Risk Rating: Average
• Stock Exchange: Nasdaq
• Ticker Symbol: MFFIX
• Share Class: I
• Index: S&P 500 TR

Performance

MFFIX had a total return of 14.61% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.41%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
FFFHX	Fidelity	Fidelity Freedom 2050 Fund	0.68%
FFFLX	Fidelity	Fidelity Advisor Freedom 2050 A	0.93%
FFFPX	Fidelity	Fidelity Advisor Freedom 2050 I	0.68%
FFFQX	Fidelity	Fidelity Advisor Freedom 2050 M	1.18%
FFFYX	Fidelity	Fidelity Advisor Freedom 2050 C	1.68%

Other Share Classes

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

Symbol	Share Class	Expense Ratio
MFFKX	R6	0.40%
MFFPX	R4	0.54%
MFFOX	R3	0.79%
MFFSX	A	0.79%

Top 10 Holdings

62.10% of assets

Name	Symbol	Weight
MFS Blended Research Intl Eq R6	BRXVX	11.13%
MFS Blended Research Mid Cap Eq R6	BMSYX	9.76%
MFS Blended Research Value Equity R6	BRUNX	5.48%
MFS Value R6	MEIKX	5.37%
MFS Commodity Strategy R6	MCSRX	5.26%
MFS Blended Research Growth Eq R6	BRWVX	5.14%
MFS Growth R6	MFEKX	5.11%
MFS Global Real Estate R6	MGLRX	5.06%
MFS Mid Cap Growth R6	OTCKX	4.90%
MFS Mid Cap Value R6	MVCKX	4.89%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 23, 2025	$1.89362	Dec 24, 2025
Dec 26, 2024	$1.11236	Dec 27, 2024
Dec 27, 2023	$0.75118	Dec 28, 2023
Dec 28, 2022	$1.21175	Dec 29, 2022
Dec 28, 2021	$2.17075	Dec 29, 2021
Dec 29, 2020	$0.51299	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:

Oct 16, 2026

Data Sources Report a data error