MFS Lifetime 2050 Fund Class A (MFFSX)

Fund Assets	627.49M
Expense Ratio	0.785%
Min. Investment	$1,000
Turnover	13.00%
Dividend (ttm)	0.57
Dividend Yield	2.05%
Dividend Growth	10.69%
Payout Frequency	Annual
Ex-Dividend Date	Dec 23, 2025

Previous Close	27.80
YTD Return	11.75%
1-Year Return	14.34%
5-Year Return	48.11%
52-Week Low	24.35
52-Week High	28.82
Beta (5Y)	0.90
Holdings	28
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.

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

Performance

MFFSX had a total return of 14.34% 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%
MFFOX	R3	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	$1.83223	Dec 24, 2025
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

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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