MFS Lifetime 2050 Fund Class B
MFFRX
NASDAQ
| Weiss Ratings | MFFRX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | MFFRX-NASDAQ | Click to Compare |
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| Provider | MFS | |||
| Manager/Tenure (Years) | Natalie I. Shapiro (7), Ben Nastou (2), Erich Shigley (2) | |||
| Website | http://www.mfs.com | |||
| Fund Information | MFFRX-NASDAQ | Click to Compare |
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| Fund Name | MFS Lifetime 2050 Fund Class B | |||
| Category | Target-Date 2050 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Sep 15, 2010 | |||
| Open/Closed To New Investors | Closed | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | 0.04 | |||
| Dividends and Shares | MFFRX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.20% | |||
| Dividend | MFFRX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.98% | |||
| Asset Allocation | MFFRX-NASDAQ | Click to Compare |
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| Cash | -2.76% | |||
| Stock | 87.48% | |||
| U.S. Stock | 56.58% | |||
| Non-U.S. Stock | 30.90% | |||
| Bond | 10.01% | |||
| U.S. Bond | 8.77% | |||
| Non-U.S. Bond | 1.24% | |||
| Preferred | 0.06% | |||
| Convertible | 0.00% | |||
| Other Net | 5.21% | |||
| Price History | MFFRX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.79% | |||
| 30-Day Total Return | -2.95% | |||
| 60-Day Total Return | -2.95% | |||
| 90-Day Total Return | -0.31% | |||
| Year to Date Total Return | 0.32% | |||
| 1-Year Total Return | 19.08% | |||
| 2-Year Total Return | 21.22% | |||
| 3-Year Total Return | 42.76% | |||
| 5-Year Total Return | 40.05% | |||
| Price | MFFRX-NASDAQ | Click to Compare |
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| 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 | MFFRX-NASDAQ | Click to Compare |
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| Nav | $24.95 | |||
| 1-Month Low NAV | $24.15 | |||
| 1-Month High NAV | $25.79 | |||
| 52-Week Low NAV | $20.58 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $26.62 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | MFFRX-NASDAQ | Click to Compare |
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| Beta | 0.80 | |||
| Standard Deviation | 10.30 | |||
| Balance Sheet | MFFRX-NASDAQ | Click to Compare |
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| Total Assets | 630.46M | |||
| Operating Ratios | MFFRX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.57% | |||
| Turnover Ratio | 13.00% | |||
| Performance | MFFRX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 12.75% | |||
| Last Bear Market Total Return | -13.37% | |||