MFS Lifetime 2050 R6 (MFFKX)
| Fund Assets | 614.31M |
| Expense Ratio | 0.44% |
| Min. Investment | $0.00 |
| Turnover | 13.00% |
| Dividend (ttm) | 1.15 |
| Dividend Yield | 4.34% |
| Dividend Growth | 48.01% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 26, 2024 |
| Previous Close | 26.40 |
| YTD Return | 14.40% |
| 1-Year Return | 14.41% |
| 5-Year Return | 73.30% |
| 52-Week Low | 20.78 |
| 52-Week High | 26.48 |
| Beta (5Y) | n/a |
| Holdings | 24 |
| Inception Date | Aug 29, 2016 |
About MFFKX
The MFS Lifetime 2050 Fund is a target-date mutual fund designed for investors planning to retire in or around the year 2050. Its primary function is to provide a diversified portfolio through a progressive glide path, which initially focuses on asset growth and gradually shifts to risk mitigation as the target retirement date approaches. This fund invests across various sectors, including financials, information technology, and industrials, offering a broad exposure to different asset classes. It serves as a convenient, professionally managed investment vehicle, allowing individuals to access a balanced portfolio without the need for extensive financial expertise. The fund's disciplined risk management and active asset allocation make it a popular choice for long-term retirement planning.
Performance
MFFKX had a total return of 14.41% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.00%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
62.74% of assets| Name | Symbol | Weight |
|---|---|---|
| MFS Blended Research Intl Eq R6 | BRXVX | 11.22% |
| MFS Blended Research Mid Cap Eq R6 | BMSYX | 10.04% |
| MFS Blended Research Value Equity R6 | BRUNX | 5.51% |
| MFS Value R6 | MEIKX | 5.48% |
| MFS Blended Research Growth Eq R6 | BRWVX | 5.29% |
| MFS Growth R6 | MFEKX | 5.23% |
| MFS Mid Cap Growth R6 | OTCKX | 5.05% |
| MFS Mid Cap Value R6 | MVCKX | 5.02% |
| MFS Commodity Strategy Fund | MCSRX | 4.96% |
| MFS Global Real Estate R6 | MGLRX | 4.94% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 26, 2024 | $1.14656 | Dec 27, 2024 |
| Dec 27, 2023 | $0.77467 | Dec 28, 2023 |
| Dec 28, 2022 | $1.27649 | Dec 29, 2022 |
| Dec 28, 2021 | $2.20265 | Dec 29, 2021 |
| Dec 29, 2020 | $0.53468 | Dec 30, 2020 |
| Dec 26, 2019 | $0.87072 | Dec 26, 2019 |