MFS Lifetime 2050 R6 (MFFKX)

Fund Assets	627.49M
Expense Ratio	0.43%
Min. Investment	$0.00
Turnover	13.00%
Dividend (ttm)	1.93
Dividend Yield	6.77%
Dividend Growth	68.26%
Payout Frequency	Annual
Ex-Dividend Date	Dec 23, 2025

Previous Close	28.67
YTD Return	14.63%
1-Year Return	18.94%
5-Year Return	54.05%
52-Week Low	24.36
52-Week High	28.87
Beta (5Y)	0.90
Holdings	28
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.

• Fund Family: MFS
• Category: Target-Date 2050
• Performance Rating: Average
• Risk Rating: Below Average
• Stock Exchange: NASDAQ
• Ticker Symbol: MFFKX
• Share Class: R6
• Index: S&P 500 TR

Performance

MFFKX had a total return of 18.94% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.65%.

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
MFFIX	I	0.57%
MFFPX	R4	0.57%
MFFSX	A	0.82%
MFFOX	R3	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	$1.92921	Dec 24, 2025
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

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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