MFS Lifetime 2050 Fund Class R6 (MFFKX)
| Fund Assets | 595.49M |
| Expense Ratio | 0.44% |
| Min. Investment | $0.00 |
| Turnover | 13.00% |
| Dividend (ttm) | 1.15 |
| Dividend Yield | 4.50% |
| Dividend Growth | 48.01% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 26, 2024 |
| Previous Close | 25.59 |
| YTD Return | 10.21% |
| 1-Year Return | 13.35% |
| 5-Year Return | 71.53% |
| 52-Week Low | 20.78 |
| 52-Week High | 25.74 |
| 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 13.35% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.70%.
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
62.47% of assets| Name | Symbol | Weight |
|---|---|---|
| MFS Blended Research International Equity Fund Class R6 | BRXVX | 11.22% |
| MFS Blended Research Mid Cap Equity Fund R6 | BMSYX | 10.07% |
| MFS Blended Research Value Equity Fund Class R6 | BRUNX | 5.47% |
| MFS Value Fund Class R6 | MEIKX | 5.45% |
| MFS Blended Research Growth Equity Fund Class R6 | BRWVX | 5.27% |
| MFS Growth Fund Class R6 | MFEKX | 5.24% |
| MFS Mid Cap Growth Fund Class R6 | OTCKX | 5.05% |
| MFS Global Real Estate Fund Class R6 | MGLRX | 4.98% |
| MFS Mid Cap Value Fund Class R6 | MVCKX | 4.98% |
| MFS Commodity Strategy Fund Class R6 | MCSRX | 4.74% |
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 |