MFS Lifetime 2050 Fund (MFFIX) Alternatives
MFS Lifetime 2050 Fund (MFFIX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MFFIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to MFFIX
MFFIX charges 0.00% annually. Among mutual funds in the Target Retirement Date category, these options have the lowest expense ratios among MFFIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Principal LifeTime 2035 Fund | 0.01% | Feb 28, 2008 | MFFIX vs LTIUX | |
| Principal LifeTime 2030 Fund | 0.01% | Feb 28, 2001 | MFFIX vs PMTIX | |
| John Hancock Funds Multi-Index 2055 Lifetime Portf... | 0.01% | Mar 25, 2014 | MFFIX vs JLKYX | |
| Principal LifeTime 2045 Fund | 0.01% | Feb 28, 2008 | MFFIX vs LTRIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | Mar 26, 2020 | MFFIX vs FCQTX |
Best Risk-Adjusted Alternatives to MFFIX
Among mutual funds in the Target Retirement Date category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| USAA Target Retirement Income Fund | 86 | Jul 30, 2008 | MFFIX vs URINX | |
| Putnam Retirement Advantage Maturity Fund | 86 | Dec 30, 2019 | MFFIX vs PADLX | |
| Fidelity Freedom Income Fund Class K6 | 84 | Oct 17, 1996 | MFFIX vs FYTKX | |
| State Street Target Retirement Fund | 84 | Sep 29, 2014 | MFFIX vs SSFNX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | Aug 1, 2019 | MFFIX vs FRHMX |
Top Performing MFFIX Alternatives (YTD)
MFFIX alternatives from the Target Retirement Date category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Prudential Day One Income Fund | 0.08% | Dec 12, 2016 | MFFIX vs PDAHX | |
| State Street Target Retirement Fund | -0.35% | Sep 29, 2014 | MFFIX vs SSFNX | |
| Dimensional Retirement Income Fund | -0.37% | Nov 1, 2015 | MFFIX vs TDIFX | |
| Prudential Day One 2020 Fund | -0.38% | Dec 12, 2016 | MFFIX vs PDDDX | |
| Fidelity Freedom Income Fund Class K6 | -0.40% | Oct 17, 1996 | MFFIX vs FYTKX |
Lowest Volatility Alternatives to MFFIX
MFFIX alternatives from the Target Retirement Date category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Dimensional Retirement Income Fund | 4.31% | Nov 1, 2015 | MFFIX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.34% | Oct 2, 2009 | MFFIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.35% | Oct 2, 2009 | MFFIX vs FFGZX | |
| Fidelity Managed Retirement Income Fund Class K | 4.58% | Aug 1, 2019 | MFFIX vs FRKMX | |
| Fidelity Managed Retirement Income Fund | 4.59% | Aug 30, 2007 | MFFIX vs FIRMX |
Lowest Drawdown Alternatives to MFFIX
MFFIX alternatives from the Target Retirement Date category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.84% | Nov 1, 2015 | MFFIX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | Oct 2, 2009 | MFFIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | Oct 2, 2009 | MFFIX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | Aug 1, 2019 | MFFIX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | Aug 1, 2019 | MFFIX vs FRHMX |
Other Mutual Funds from MFS
Most popular MFS mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| MFS International Equity Fund Class R6 | Foreign Large Cap Equities | 17 | -6.55% | Jan 31, 1996 | MFFIX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 29 | -0.52% | May 1, 2006 | MFFIX vs MEIKX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 62 | -2.70% | Sep 30, 2004 | MFFIX vs MDIJX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 8 | -11.94% | Jan 1, 1935 | MFFIX vs MIGFX | |
| MFS Value Fund Class I | Large Cap Value Equities | 28 | -0.56% | Feb 1, 1996 | MFFIX vs MEIIX | |
| MFS Growth R6 | Large Cap Growth Equities | 12 | -13.60% | Jun 1, 2012 | MFFIX vs MFEKX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 59 | -3.26% | — | MFFIX vs MINIX | |
| MFS Growth I | Large Cap Growth Equities | 12 | -13.62% | Jul 10, 1997 | MFFIX vs MFEIX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 25 | -6.58% | Jul 15, 1924 | MFFIX vs MITTX | |
| MFS Value Fund | Large Cap Value Equities | 27 | -0.62% | Jan 2, 1996 | MFFIX vs MEIAX |
Often Compared With MFFIX
What investors most often compare with MFFIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund | Target Retirement Date, Diversified Portfolio | 70 | -3.63% | Oct 27, 2003 | MFFIX vs VTIVX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | Target Retirement Date | 80 | -0.57% | Aug 30, 2007 | MFFIX vs FRAMX | |
| Fidelity Managed Retirement 2010 Fund Class K | Target Retirement Date | 83 | -0.48% | Aug 1, 2019 | MFFIX vs FRQKX | |
| Principal LifeTime 2055 Fund | Target Retirement Date | 39 | -5.21% | Feb 28, 2008 | MFFIX vs LTFIX | |
| Principal LifeTime 2050 Fund | Target Retirement Date | 39 | -5.09% | Feb 28, 2001 | MFFIX vs PPLIX | |
| John Hancock Funds Multi-Index 2045 Lifetime Portf... | Target Retirement Date | 59 | -3.42% | Nov 6, 2013 | MFFIX vs JRLVX | |
| Principal LifeTime 2040 Fund | Target Retirement Date | 42 | -4.20% | Feb 28, 2001 | MFFIX vs PTDIX |
Compare MFFIX with Any Fund or Stock
Compare MFFIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.