MFS Lifetime 2050 FundMFFRX
Type
Mutual fund
Peer group
Target-date
Net assets
$621.1M
Expense ratio
1.57%
1-year return
+23.5%
3 years, a year
+14.7%
5 years, a year
+7.6%
Holdings
28
What it aims to do.
The funds investment objective is to seek a high level of total return consistent with its asset allocation until the approximate retirement year in the fund's name; thereafter, the fund will seek total return through a combination of current income and capital appreciation. The asset allocation of the fund will change over time.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| MFS Blended Research International Equity Fund | 11.01% |
| MFS Blended Research Mid Cap Equity Fund | 10.00% |
| MFS Blended Research Value Equity Fund | 5.50% |
| MFS Value Fund | 5.39% |
| MFS Growth Fund | 5.30% |
| MFS Blended Research Growth Equity Fund | 5.23% |
| MFS Mid Cap Growth Fund | 5.00% |
| MFS Global Real Estate Fund | 4.98% |
| MFS Commodity Strategy Fund | 4.95% |
| MFS Mid Cap Value Fund | 4.92% |
More on MFFRX.
- MFFRX overview
- MFFRX holdings
- MFFRX risk
- MFFRX costs
- MFFRX money in and out
- MFFRX share classes
- Compare MFFRX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.