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MFFIX
Mutual Fund ticker: NASDAQ
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NET ASSETS

MFS Lifetime 2050 I (MFFIX) Ownership - Who owns MFS Lifetime 2050 I?

The investment seeks a high level of total return consistent with its asset allocation until the approximate retirement year in 2050; thereafter, the fund will seek total return through a combination of current income and capital appreciation... Show more

Profile

Category
Target-Date 2050
Address
Mfs Series Trust XII111 Huntington Avenue 24th FloorBoston
Phone
1-800-637-2929
Web
http://www.mfs.com

Details

Group
Balanced Funds
Category
Target Date 2050+
Total Expense Ratio
0.58
Min. Initial Investment
N/A
Fund Existence
almost 15 years
Turnover
13.00
Front Load
N/A
Net Assets
600332800.00
Manager Tenure
N/A

Fundamentals

MFFIX
Net Assets
600M
Fund Existence
almost 15 years
Turnover
13.00
Total Expense Ratio
0.58
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
0
Min. Initial Investment IRA
N/A
Morningstar Category
Target-Date 2050
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.81
Assets in Top Ten Holdings
334M
Average Credit Quality
11
Average Effective Duration
N/A
Average Effective Maturity
4.99
Fund of Funds
Yes
Fund Share Class Net Assets
8.49M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.00
Modified Duration
4.09
No Load Fund
Yes
Number of Long Holdings
24.00
Number of Net Holdings
24.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
0.58
Weighting Top Ten Holdings
62.47%
Gain YTD
9.762
Annual Yield % from dividends
2.25
Returns for 1 year
10.74
Returns for 3 years
31.45
Returns for 5 years
48.63
Returns for 10 years
93.52
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General Information

Category

Profile
Fundamentals
Details
Category
Target-Date 2050
Address
Mfs Series Trust XII111 Huntington Avenue 24th FloorBoston
Phone
1-800-637-2929
Web
http://www.mfs.com