MFFNX

About MFFNX

MFS Lifetime 2050 Fund R2 Shares is a target-date mutual fund designed for investors planning to retire around 2050. Its primary objective is to seek a high level of total return consistent with a long-horizon asset allocation that gradually becomes more conservative as the target date approaches, transitioning to a mix focused on total return from current income and capital appreciation thereafter. The fund operates as a fund-of-funds, investing substantially all assets in underlying MFS mutual funds to provide broad diversification across global equities, fixed income, real assets, and cash, with systematic rebalancing along a progressive glide path. Sector exposure within the equity sleeve spans information technology, financials, industrials, health care, and real estate, reflecting a diversified stance across the global economy. As of mid-2025, the fund had net assets near $596 million and has been in operation since 2010, indicating an established track record and scale within MFS’s target-date suite. The R2 share class provides access for eligible retirement platforms, with expenses and portfolio construction managed by MFS Investment Management.