MFS Lifetime 2050 A (MFFSX)
| Fund Assets | 614.31M |
| Expense Ratio | 0.83% |
| Min. Investment | $1,000 |
| Turnover | 13.00% |
| Dividend (ttm) | 1.05 |
| Dividend Yield | 3.76% |
| Dividend Growth | 49.56% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 26, 2024 |
| Previous Close | 26.43 |
| YTD Return | 13.82% |
| 1-Year Return | 13.72% |
| 5-Year Return | 69.52% |
| 52-Week Low | 20.78 |
| 52-Week High | 26.43 |
| Beta (5Y) | n/a |
| Holdings | 24 |
| Inception Date | Sep 15, 2010 |
About MFFSX
MFS Lifetime 2050 Fund Class A is a target-date mutual fund designed to deliver a high level of total return aligned with an investor retiring around 2050. It follows a progressively shifting glide path that emphasizes capital growth in the early years and transitions toward risk mitigation and income as the target date approaches, implementing disciplined, active risk management across underlying MFS funds. The portfolio provides broad diversification in a single vehicle, allocating across U.S. and international equities, fixed income, real assets, and commodities through actively managed MFS strategies, with periodic rebalancing to maintain its strategic mix. The fund seeks total return before and after the target date, changing its asset allocation over time to balance growth and downside resilience. It is part of a long-running series with a 2010 inception for this share class and meaningful assets under management, reflecting adoption within the target-date category. The approach is benchmark-aware and incorporates a structured process led by experienced managers, aiming to couple multi-asset breadth with active security selection to address lifecycle investing needs.
Performance
MFFSX had a total return of 13.72% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.96%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
62.74% of assets| Name | Symbol | Weight |
|---|---|---|
| MFS Blended Research Intl Eq R6 | BRXVX | 11.22% |
| MFS Blended Research Mid Cap Eq R6 | BMSYX | 10.04% |
| MFS Blended Research Value Equity R6 | BRUNX | 5.51% |
| MFS Value R6 | MEIKX | 5.48% |
| MFS Blended Research Growth Eq R6 | BRWVX | 5.29% |
| MFS Growth R6 | MFEKX | 5.23% |
| MFS Mid Cap Growth R6 | OTCKX | 5.05% |
| MFS Mid Cap Value R6 | MVCKX | 5.02% |
| MFS Commodity Strategy Fund | MCSRX | 4.96% |
| MFS Global Real Estate R6 | MGLRX | 4.94% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 26, 2024 | $1.05095 | Dec 27, 2024 |
| Dec 27, 2023 | $0.70269 | Dec 28, 2023 |
| Dec 28, 2022 | $1.19831 | Dec 29, 2022 |
| Dec 28, 2021 | $2.11088 | Dec 29, 2021 |
| Dec 29, 2020 | $0.46305 | Dec 30, 2020 |
| Dec 26, 2019 | $0.80439 | Dec 26, 2019 |