MFS Lifetime 2050 R1 (MFFMX)

Fund Assets	627.49M
Expense Ratio	1.54%
Min. Investment	$0.00
Turnover	13.00%
Dividend (ttm)	0.40
Dividend Yield	1.43%
Dividend Growth	11.66%
Payout Frequency	Annual
Ex-Dividend Date	Dec 23, 2025

Previous Close	27.88
YTD Return	13.83%
1-Year Return	17.68%
5-Year Return	45.56%
52-Week Low	23.80
52-Week High	28.08
Beta (5Y)	0.90
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.

• Fund Family: MFS
• Category: Target-Date 2050
• Performance Rating: Low
• Risk Rating: Below Average
• Stock Exchange: NASDAQ
• Ticker Symbol: MFFMX
• Share Class: R1
• Index: S&P 500 TR

Performance

MFFMX had a total return of 17.68% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.66%.

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
MFFKX	R6	0.43%
MFFIX	I	0.57%
MFFPX	R4	0.57%
MFFSX	A	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	$1.6581	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

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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