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MFS Lifetime 2050 R3 (MFFOX)

21.96 +0.21 (+0.97%)
As of 8:05 AM EDT. Market Open.
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DELL
  • Previous Close 21.75
  • YTD Return 7.54%
  • Expense Ratio 0.58%
  • Category Target-Date 2050
  • Last Cap Gain 13.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 562.59M
  • Beta (5Y Monthly) 1.26
  • Yield 1.31%
  • 5y Average Return --
  • Holdings Turnover 21.00%
  • Last Dividend 0.30
  • Inception Date Sep 15, 2010

The fund is designed to provide diversification among different asset classes for investors with the approximate retirement year in 2050. It invests substantially all of its assets in other MFS mutual funds, referred to as underlying funds.

MFS

Fund Family

Target-Date 2050

Fund Category

562.59M

Net Assets

2010-09-15

Inception Date

Performance Overview: MFFOX

Trailing returns as of 4/22/2024. Category is Target-Date 2050.

YTD Return

MFFOX
7.54%
Category
11.99%
 

1-Year Return

MFFOX
19.58%
Category
37.09%
 

3-Year Return

MFFOX
6.35%
Category
13.69%
 

5-Year Return

MFFOX
9.92%
Category
13.58%
 

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Holdings: MFFOX

Top 10 Holdings (62.39% of Total Assets)

SymbolCompany% Assets
BRXVX
MFS Blended Research Intl Eq R6 10.93%
BMSYX
MFS Blended Research Mid Cap Eq R6 10.06%
BRUNX
MFS Blended Research Value Equity R6 5.49%
MEIKX
MFS Value R6 5.49%
MFEKX
MFS Growth R6 5.21%
BRWVX
MFS Blended Research Growth Eq R6 5.16%
OTCKX
MFS Mid Cap Growth R6 5.09%
MVCKX
MFS Mid Cap Value R6 5.04%
MCSRX
MFS Commodity Strategy R6 4.97%
MGLRX
MFS Global Real Estate R6 4.96%

Sector Weightings

SectorMFFOX
Technology   18.48%
Industrials   14.08%
Healthcare   11.25%
Real Estate   8.25%
Energy   4.29%
Utilities   2.90%

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