MFS Lifetime 2050 Fund Class R4
MFFPX
NASDAQ
| Weiss Ratings | MFFPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B | |||
| Company Info | MFFPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | MFS | |||
| Manager/Tenure (Years) | Natalie I. Shapiro (8), Ben Nastou (3), Erich Shigley (3) | |||
| Website | http://www.mfs.com | |||
| Fund Information | MFFPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | MFS Lifetime 2050 Fund Class R4 | |||
| Category | Target-Date 2050 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Sep 15, 2010 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | MFFPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 2.10% | |||
| Dividend | MFFPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.92% | |||
| Asset Allocation | MFFPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | -0.56% | |||
| Stock | 87.42% | |||
| U.S. Stock | 57.42% | |||
| Non-U.S. Stock | 30.00% | |||
| Bond | 11.21% | |||
| U.S. Bond | 9.43% | |||
| Non-U.S. Bond | 1.78% | |||
| Preferred | 0.06% | |||
| Convertible | 0.00% | |||
| Other Net | 1.87% | |||
| Price History | MFFPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -0.81% | |||
| 30-Day Total Return | -1.92% | |||
| 60-Day Total Return | 1.55% | |||
| 90-Day Total Return | 1.26% | |||
| Year to Date Total Return | 12.04% | |||
| 1-Year Total Return | 13.99% | |||
| 2-Year Total Return | 28.36% | |||
| 3-Year Total Return | 58.20% | |||
| 5-Year Total Return | 50.65% | |||
| Price | MFFPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | MFFPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $28.09 | |||
| 1-Month Low NAV | $27.95 | |||
| 1-Month High NAV | $28.80 | |||
| 52-Week Low NAV | $24.41 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $28.91 | |||
| 52-Week High Price (Date) | Aug 14, 2026 | |||
| Beta / Standard Deviation | MFFPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.77 | |||
| Standard Deviation | 11.00 | |||
| Balance Sheet | MFFPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 620.21M | |||
| Operating Ratios | MFFPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.54% | |||
| Turnover Ratio | 13.00% | |||
| Performance | MFFPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 23.15% | |||
| Last Bear Market Total Return | -13.12% | |||