MFS Lifetime 2050 Fund Class R1 (MFFMX)
| Fund Assets | 627.49M |
| Expense Ratio | 1.58% |
| Min. Investment | $0.00 |
| Turnover | 13.00% |
| Dividend (ttm) | 1.66 |
| Dividend Yield | 6.48% |
| Dividend Growth | 86.20% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 23, 2025 |
| Previous Close | 25.48 |
| YTD Return | 4.41% |
| 1-Year Return | 16.18% |
| 5-Year Return | 47.17% |
| 52-Week Low | 19.07 |
| 52-Week High | 25.80 |
| Beta (5Y) | n/a |
| Holdings | 28 |
| Inception Date | Sep 15, 2010 |
About MFFMX
MFS Lifetime 2050 Fund Class R1 is a target-date mutual fund designed to provide investors with a diversified portfolio geared toward retirement around the year 2050. Its primary function is to allocate assets across a mix of stocks, bonds, and cash, with the allocation managed and adjusted over time following a predetermined glide path. This means the fund is initially more heavily weighted toward growth-oriented investments such as equities and gradually shifts toward more conservative, income-focused assets as the target retirement year approaches. Notable features include active risk management, broad diversification, and automatic rebalancing, all within a single investment vehicle. The fund invests in a wide selection of underlying MFS funds and is structured to offer both asset growth in the earlier years and risk mitigation as investors move closer to retirement. It is particularly significant for individuals seeking a hands-off approach to long-term retirement planning, as it aims to balance return and risk in line with a set retirement date, thereby playing a core role in many retirement-focused investment portfolios.
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
62.06% of assets| Name | Symbol | Weight |
|---|---|---|
| MFS Blended Research International Equity Fund Class R6 | BRXVX | 11.15% |
| MFS Blended Research Mid Cap Equity Fund R6 | BMSYX | 9.92% |
| MFS Value Fund Class R6 | MEIKX | 5.48% |
| MFS Blended Research Value Equity Fund Class R6 | BRUNX | 5.47% |
| MFS Growth Fund Class R6 | MFEKX | 5.10% |
| MFS Blended Research Growth Equity Fund Class R6 | BRWVX | 5.09% |
| MFS Global Real Estate Fund Class R6 | MGLRX | 4.98% |
| MFS Mid Cap Value Fund Class R6 | MVCKX | 4.97% |
| MFS Commodity Strategy Fund Class R6 | MCSRX | 4.96% |
| MFS Mid Cap Growth Fund Class R6 | OTCKX | 4.94% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 23, 2025 | $1.6581 | Dec 24, 2025 |
| Dec 26, 2024 | $0.8905 | Dec 27, 2024 |
| Dec 27, 2023 | $0.54947 | Dec 28, 2023 |
| Dec 28, 2022 | $1.04203 | Dec 29, 2022 |
| Dec 28, 2021 | $1.93879 | Dec 29, 2021 |
| Dec 29, 2020 | $0.23653 | Dec 30, 2020 |