MFS Lifetime 2050 R3 (MFFOX)

Fund Assets	627.49M
Expense Ratio	0.79%
Min. Investment	$0.00
Turnover	13.00%
Dividend (ttm)	0.57
Dividend Yield	2.06%
Dividend Growth	10.67%
Payout Frequency	Annual
Ex-Dividend Date	Dec 23, 2025

Previous Close	27.53
YTD Return	11.70%
1-Year Return	14.35%
5-Year Return	48.14%
52-Week Low	24.11
52-Week High	28.54
Beta (5Y)	0.90
Holdings	28
Inception Date	Sep 15, 2010

About MFFOX

MFS Lifetime 2050 Fund R3 is a target-date mutual fund designed to deliver a high level of total return aligned with a 2050 retirement horizon. It invests primarily in a diversified mix of underlying MFS mutual funds, using an actively managed glide path that emphasizes equity-oriented growth in the early years and incrementally shifts toward more conservative allocations as 2050 approaches. The strategy blends disciplined, active risk management with systematic rebalancing to maintain the intended asset mix across market cycles. The fund’s objective transitions after the target year to pursue total return through current income and capital appreciation, reflecting the needs of investors moving from accumulation to retirement. It sits within the Target-Date 2050 category and offers broad exposure across global equities and fixed income via its underlying holdings. Established in 2010, the fund reports a net expense ratio for this share class and provides no sales load, with R3 shares intended for eligible retirement plan investors. According to the sponsor, the benchmark reference used for context is the Standard & Poor’s 500 Stock Index.

• Fund Family: MFS
• Category: Target-Date 2050
• Performance Rating: Average
• Risk Rating: Average
• Stock Exchange: Nasdaq
• Ticker Symbol: MFFOX
• Share Class: R3
• Index: S&P 500 TR

Performance

MFFOX had a total return of 14.35% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.15%.

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	0.66%
FYLSX	Fidelity	Fidelity Flex Freedom Blend 2050 Fund	n/a
FFFQX	Fidelity	Fidelity Advisor Freedom 2050 M	1.23%
FFFLX	Fidelity	Fidelity Advisor Freedom 2050 A	0.93%
FFFHX	Fidelity	Fidelity Freedom 2050 Fund	0.67%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
MFFKX	R6	0.40%
MFFPX	R4	0.54%
MFFIX	I	0.54%
MFFSX	A	0.79%

Top 10 Holdings

62.10% of assets

Name	Symbol	Weight
MFS Blended Research Intl Eq R6	BRXVX	11.13%
MFS Blended Research Mid Cap Eq R6	BMSYX	9.76%
MFS Blended Research Value Equity R6	BRUNX	5.48%
MFS Value R6	MEIKX	5.37%
MFS Commodity Strategy R6	MCSRX	5.26%
MFS Blended Research Growth Eq R6	BRWVX	5.14%
MFS Growth R6	MFEKX	5.11%
MFS Global Real Estate R6	MGLRX	5.06%
MFS Mid Cap Growth R6	OTCKX	4.90%
MFS Mid Cap Value R6	MVCKX	4.89%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 23, 2025	$1.82999	Dec 24, 2025
Dec 26, 2024	$1.04904	Dec 27, 2024
Dec 27, 2023	$0.69965	Dec 28, 2023
Dec 28, 2022	$1.1944	Dec 29, 2022
Dec 28, 2021	$2.10637	Dec 29, 2021
Dec 29, 2020	$0.46464	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:

Oct 16, 2026

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