About MFFRX
MFS Lifetime 2050 Fund Class B is a target-date mutual fund designed to deliver a high level of total return aligned with an investor retiring around 2050. The fund follows a progressive glide path, emphasizing growth-oriented assets in the early years and gradually shifting toward more conservative holdings as the target date approaches. It invests primarily through a diversified mix of underlying MFS funds, providing broad exposure across global equities, fixed income, real estate, and commodities under an actively managed, risk-aware framework. The series employs disciplined portfolio construction and periodic rebalancing to maintain its strategic asset allocation while adjusting to changing market and lifecycle needs. Sector exposure within the equity allocation spans information technology, financials, industrials, health care, and consumer sectors, reflecting a balanced approach to long-term capital appreciation and income generation as retirement nears. Established in 2010, the fund serves as a convenient one-fund portfolio solution for retirement savers seeking professional management, diversification, and a clearly articulated path that becomes more conservative over time.
Fund Family MFS
Category Target-Date 2050
Performance Rating Low
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol MFFRX
Share Class B
Index S&P 500 TR
MFFRX had a total return of 13.44% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.39%.
