MFS Lifetime 2050 R4 (MFFPX)

Fund Assets	627.49M
Expense Ratio	0.526%
Min. Investment	$0.00
Turnover	13.00%
Dividend (ttm)	0.63
Dividend Yield	2.23%
Dividend Growth	10.42%
Payout Frequency	Annual
Ex-Dividend Date	Dec 23, 2025

Previous Close	27.90
YTD Return	11.97%
1-Year Return	14.65%
5-Year Return	50.00%
52-Week Low	24.41
52-Week High	28.91
Beta (5Y)	0.85
Holdings	28
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.

• Fund Family: MFS
• Category: Target-Date 2050
• Performance Rating: Average
• Risk Rating: Average
• Stock Exchange: Nasdaq
• Ticker Symbol: MFFPX
• Share Class: R4
• Index: S&P 500 TR

Performance

MFFPX had a total return of 14.65% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.40%.

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	1.18%
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%
MFFIX	I	0.54%
MFFOX	R3	0.79%
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	$1.88582	Dec 24, 2025
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

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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