MFS Lifetime 2050 Fund Class R4 (MFFPX)
| Fund Assets | 595.49M |
| Expense Ratio | 0.58% |
| Min. Investment | $0.00 |
| Turnover | 13.00% |
| Dividend (ttm) | 1.10 |
| Dividend Yield | 4.31% |
| Dividend Growth | 47.51% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 26, 2024 |
| Previous Close | 25.62 |
| YTD Return | 10.57% |
| 1-Year Return | 13.60% |
| 5-Year Return | 71.96% |
| 52-Week Low | 20.81 |
| 52-Week High | 25.77 |
| Beta (5Y) | 0.86 |
| Holdings | 24 |
| Inception Date | Sep 15, 2010 |
About MFFPX
MFS Lifetime 2050 Fund Class R4 is a target-date mutual fund designed to provide a comprehensive investment solution for individuals planning to retire around the year 2050. Its primary objective is to achieve a high level of total return, balancing current income with capital appreciation throughout an investor’s savings journey. The fund employs a progressive glide path: it emphasizes asset growth in its early years through a diversified allocation primarily in equities and gradually becomes more conservative by shifting to fixed income and other less volatile assets as the target date approaches. This disciplined strategy seeks to mitigate market risks as retirement nears. MFS Lifetime 2050 Fund Class R4 invests the majority of its assets in a selection of other MFS mutual funds, providing broad exposure across various sectors such as financials, information technology, industrials, and healthcare. The fund is managed with active risk controls and is annually rebalanced to maintain a professionally allocated portfolio, offering investors a convenient, long-term investment vehicle tailored for retirement planning needs.
Performance
MFFPX had a total return of 13.60% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.08%.
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 | $1.10073 | Dec 27, 2024 |
| Dec 27, 2023 | $0.74622 | Dec 28, 2023 |
| Dec 28, 2022 | $1.24398 | Dec 29, 2022 |
| Dec 28, 2021 | $2.13974 | Dec 29, 2021 |
| Dec 29, 2020 | $0.49988 | Dec 30, 2020 |
| Dec 26, 2019 | $0.84579 | Dec 26, 2019 |