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MFS LIFETIME 2050 FUND R6

Ticker: MFFKX ISIN: US55275E1846
Add to portfolio Portfolio analysis in 2min
Mutual Fund
Expense ratio
44.00%
Fund size
$226.46M
Category
Target-Date 2050
$28.60 -0.28%
Price as of 2026-08-24 · NMFQS

Performance by timeframe

Rolling returns
1 Month +2.99%
6 Months +8.54%
1 Year +24.95%
5 Years +12.95% p.a.+83.75%
10 Years +14.24% p.a.+278.20%
Since inception +14.25% p.a.+278.20%
Calendar year returns
YTD +14.35%
2025 +22.64%
2024 +16.03%
2023 +19.24%
2022 -12.08%
2021 +25.50%

Key stats

AUM
226.46M
Expense ratio
44.00%
1Y return
24.95%
Volatility (1Y)
12.38%
52-week range
22.64 - 28.87
Section 1

Fund overview

Fund profile data from fundamentals.

Domicile USA
Section 2

Performance & risk

Historical return and risk indicators over fixed windows.

Returns

1M return 2.99%
6M return 8.54%
1Y return 24.95%
5Y return 83.75%

Risk

Volatility (1Y) 12.38%
52-week range 22.64 - 28.87
Section 3

Portfolio characteristics

Fund concentration and composition metrics from source fields.

Overview

Expense ratio 44.00%

Details

Instrument metadata and source update timestamps.

Symbol MFFKX
Name MFS LIFETIME 2050 FUND R6
Asset type MUTUAL_FUND
Exchange NMFQS
Currency USD
ISIN US55275E1846
Country USA
Code + exchange MFFKX.NMFQS
Last price date 2025-10-31
Fundamentals updated 2025-11-02

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