MFFMX Mutual Fund
MFFMX Mutual Fund
MFS Lifetime 2050 Fund Class R1
MFFMX Mutual Fund Overview
MFFMX Mutual Fund (MFS Lifetime 2050 Fund Class R1) is managed by MFS Investment Management with $1.1M in net assets. MFFMX expense ratio is 1.57%, holding 28 positions across sectors including Other, Unknown. Inception date: 2010-09-15.
MFFMX performance shows a YTD return of 8.64%. The 1-year return is 17.51% and the 5-year return is 7.42%. MFFMX dividend yield stands at 6.12%, paid annually.
MFFMX top holdings include Ukg, Inc. 6.875% 2/1/2031 (11.4%), Mfs Blended Research Mid Cap Equity Fund (9.8%), Fx Forward Contract: USD/EUR Settle 2026-01-09 (5.5%), Mfs Value Fund (5.5%), Futures (5.1%). View all MFFMX holdings, sector breakdown, or dividend history.
MFFMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MFFMX alternatives are available via the screener, along with tax-loss harvesting opportunities.