Returns Chart

MFS Lifetime 2050 Fund C (MFFDX) Total Return
Created with Highcharts 11.1.0Oct '24Jan '25Apr '25Jul '250.00%12.81%

Key Stats

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Net Expense Ratio Total Assets Under Management Weighted Average Dividend Yield Turnover Ratio (Generic)
1.58% 601.50M -- 7.00%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized Total Returns Since Inception (Daily) Max Drawdown (Since Inception)
-52.02M 12.81% Upgrade Upgrade

Basic Info

Investment Strategy
The Fund seeks total return through a combination of current income and capital appreciation. The asset allocation of the fund will change over time. The Fund invest the majority of its assets in other MFS mutual funds, referred to as underlying funds.
General
Security Type Mutual Fund
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Target Maturity MA USD 2050
Peer Group Mixed-Asset Target 2050 Funds
Global Macro Target Maturity
US Macro Mixed-Assets Target Date Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth Funds
Fund Owner Firm Name MFS
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Net Fund Flows Versus Peer Group

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1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: 79
-128.32M Peer Group Low
341.35M Peer Group High
1 Year
% Rank: 83
-52.02M
-1.412B Peer Group Low
2.728B Peer Group High
3 Months
% Rank: 69
-285.24M Peer Group Low
1.228B Peer Group High
3 Years
% Rank: 44
-1.961B Peer Group Low
10.68B Peer Group High
6 Months
% Rank: 69
-612.43M Peer Group Low
1.500B Peer Group High
5 Years
% Rank: 47
-3.319B Peer Group Low
11.72B Peer Group High
YTD
% Rank: 69
-612.43M Peer Group Low
1.500B Peer Group High
10 Years
% Rank: 39
-4.717B Peer Group Low
19.57B Peer Group High
Date Unavailable

Performance Versus Peer Group

 
20%
15%
10%
5%
0
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
Peer Group Rtn. (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
% Rank in Peer Group (NAV)
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
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Annual Total Returns Versus Peers

There are no valid items on this chart.

Name
2018
2019
2020
2021
2022
2023
2024
YTD
-8.88%
25.55%
12.17%
19.23%
-16.47%
15.65%
12.09%
9.24%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
7.23%
-8.57%
22.81%
16.25%
12.25%
-18.18%
13.93%
10.17%
7.17%
-10.27%
19.11%
12.36%
15.37%
-15.99%
20.97%
13.93%
5.60%
--
0.00%
15.67%
17.27%
-17.93%
23.56%
19.05%
8.22%
-10.56%
23.79%
14.50%
16.44%
-19.03%
19.19%
13.60%
9.38%
As of July 10, 2025.

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (7-8-25) 1.38%
30-Day SEC Yield --
7-Day SEC Yield --
Stock
Weighted Average PE Ratio 27.31
Weighted Average Price to Sales Ratio 5.211
Weighted Average Price to Book Ratio 6.531
Weighted Median ROE 27.55%
Weighted Median ROA 8.80%
ROI (TTM) 14.77%
Return on Investment (TTM) 14.77%
Earning Yield 0.0525
LT Debt / Shareholders Equity 1.164
Bond
Yield to Maturity (5-31-25) 3.75%
Average Coupon 3.48%
Calculated Average Quality 1.953
Effective Maturity 7.664
Nominal Maturity 7.887
As of May 31, 2025

Growth Metrics

EPS Growth (1Y) 22.45%
EPS Growth (3Y) 12.23%
EPS Growth (5Y) 14.83%
Sales Growth (1Y) 9.62%
Sales Growth (3Y) 10.78%
Sales Growth (5Y) 10.88%
Sales per Share Growth (1Y) 11.24%
Sales per Share Growth (3Y) 11.17%
Operating Cash Flow - Growth Ratge (3Y) 15.92%
As of May 31, 2025

Fund Details

Key Dates
Inception Date 9/15/2010
Last Annual Report Date 4/30/2024
Last Prospectus Date 8/28/2024
Share Classes
MFFIX Inst
MFFKX Retirement
MFFMX Retirement
MFFNX Retirement
MFFOX Retirement
MFFPX Retirement
MFFRX B
MFFSX A
Attributes
Index Fund --
Inverse Fund --
Leveraged Fund --
Fund of Funds Yes
Currency Hedged Fund --
Synthetic Replication Fund No

Asset Allocation

Created with Highcharts 11.1.0
As of May 31, 2025.
Type % Net
Cash 3.63%
Stock 87.59%
Bond 8.44%
Convertible 0.00%
Preferred 0.07%
Other 0.27%
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Top 10 Holdings

Created with Highcharts 11.1.0

Fees & Availability

Fees
Actual 12B-1 Fee 1.00%
Actual Management Fee --
Administration Fee 139.0%
Maximum Front Load --
Maximum Deferred Load 1.00%
Maximum Redemption Fee --
General Availability
Available for Insurance Product --
Available for RRSP --
Purchase Details
Open to New Investors Yes
Minimum Initial Investment 1000.00 None
Minimum Subsequent Investment 50.00 None

Basic Info

Investment Strategy
The Fund seeks total return through a combination of current income and capital appreciation. The asset allocation of the fund will change over time. The Fund invest the majority of its assets in other MFS mutual funds, referred to as underlying funds.
General
Security Type Mutual Fund
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Target Maturity MA USD 2050
Peer Group Mixed-Asset Target 2050 Funds
Global Macro Target Maturity
US Macro Mixed-Assets Target Date Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth Funds
Fund Owner Firm Name MFS
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Fundamentals

General
Distribution Yield --
Dividend Yield TTM (7-8-25) 1.38%
30-Day SEC Yield --
7-Day SEC Yield --
Stock
Weighted Average PE Ratio 27.31
Weighted Average Price to Sales Ratio 5.211
Weighted Average Price to Book Ratio 6.531
Weighted Median ROE 27.55%
Weighted Median ROA 8.80%
ROI (TTM) 14.77%
Return on Investment (TTM) 14.77%
Earning Yield 0.0525
LT Debt / Shareholders Equity 1.164
Bond
Yield to Maturity (5-31-25) 3.75%
Average Coupon 3.48%
Calculated Average Quality 1.953
Effective Maturity 7.664
Nominal Maturity 7.887
As of May 31, 2025

Growth Metrics

EPS Growth (1Y) 22.45%
EPS Growth (3Y) 12.23%
EPS Growth (5Y) 14.83%
Sales Growth (1Y) 9.62%
Sales Growth (3Y) 10.78%
Sales Growth (5Y) 10.88%
Sales per Share Growth (1Y) 11.24%
Sales per Share Growth (3Y) 11.17%
Operating Cash Flow - Growth Ratge (3Y) 15.92%
As of May 31, 2025

Fund Details

Key Dates
Inception Date 9/15/2010
Last Annual Report Date 4/30/2024
Last Prospectus Date 8/28/2024
Share Classes
MFFIX Inst
MFFKX Retirement
MFFMX Retirement
MFFNX Retirement
MFFOX Retirement
MFFPX Retirement
MFFRX B
MFFSX A
Attributes
Index Fund --
Inverse Fund --
Leveraged Fund --
Fund of Funds Yes
Currency Hedged Fund --
Synthetic Replication Fund No

Top Portfolio Holders

Name % Weight
Portfolio A 5.00%
Portfolio B 3.50%
Portfolio C 2.25%
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Excel Add-In Codes

Name: =YCI("M:MFFDX", "name")
Broad Asset Class: =YCI("M:MFFDX", "broad_asset_class")
Broad Category: =YCI("M:MFFDX", "broad_category_group")
Prospectus Objective: =YCI("M:MFFDX", "prospectus_objective")
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.
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