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 a closer substitute for your current allocation.
Cheapest Alternatives to MFFIX
MFFIX charges 0.00% annually. No mutual funds in the Target Retirement Date category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | MFFIX vs LTRIX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | MFFIX vs PTDIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | MFFIX vs PMTIX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | MFFIX vs PLTZX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | MFFIX vs LTIUX |
Best Risk-Adjusted Alternatives to MFFIX
MFFIX has a PortfoliosLab risk / return rank of 52. There are 556 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 86 | — | Dec 2019 | MFFIX vs PADLX | |
| Fidelity Managed Retirement 2020 Fund | 86 | — | Dec 2007 | MFFIX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 86 | — | Aug 2019 | MFFIX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 86 | — | Aug 2019 | MFFIX vs FRHMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | MFFIX vs FRAMX |
Top Performing MFFIX Alternatives (YTD)
MFFIX is at 11.30% YTD. There are 213 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 15,640,638.04%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement Income Fund Class K | 15,640,638.04% | — | Aug 2019 | MFFIX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | MFFIX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | MFFIX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | MFFIX vs FIRVX | |
| Fidelity Flex Freedom Blend 2060 Fund | 14.17% | — | Jun 2017 | MFFIX vs FWLSX |
Lowest Volatility Alternatives to MFFIX
MFFIX has 11.07% 1-year volatility. There are 365 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.50% | — | Nov 2015 | MFFIX vs TDIFX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | MFFIX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | MFFIX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | MFFIX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.35% | — | Oct 2009 | MFFIX vs FIKFX |
Lowest Drawdown Alternatives to MFFIX
MFFIX has a 1-year max drawdown of -8.31%. There are 378 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going as shallow as -2.61%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | MFFIX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | MFFIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | MFFIX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | MFFIX vs FRQHX | |
| Fidelity Managed Retirement 2010 Fund Class K | -3.42% | — | Aug 2019 | MFFIX vs FRQKX |
Other Mutual Funds from MFS
The 10 most viewed MFS mutual funds shown here include MIEIX, MEIKX, MEIIX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| MFS International Equity Fund Class R6 | Foreign Large Cap Equities | 14 | 4.58% | — | Jan 1996 | MFFIX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 42 | 9.49% | — | May 2006 | MFFIX vs MEIKX | |
| MFS Value Fund Class I | Large Cap Value Equities | 41 | 9.42% | — | Feb 1996 | MFFIX vs MEIIX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 36 | 9.55% | — | Sep 2004 | MFFIX vs MDIJX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 5 | -1.61% | — | Jan 1935 | MFFIX vs MIGFX | |
| MFS Growth R6 | Large Cap Growth Equities | 9 | 4.83% | — | Jun 2012 | MFFIX vs MFEKX | |
| MFS Growth I | Large Cap Growth Equities | 9 | 4.78% | — | Jul 1997 | MFFIX vs MFEIX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 26 | 5.42% | — | — | MFFIX vs MINIX | |
| MFS Value Fund | Large Cap Value Equities | 40 | 9.27% | — | Jan 1996 | MFFIX vs MEIAX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 36 | 8.81% | — | Jul 1924 | MFFIX vs MITTX |
Often Compared With MFFIX
Investors most often compare MFFIX with VTIVX, LTFIX, PPLIX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare MFFIX with Any Fund or Stock
Compare MFFIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MFFIX with funds that move differently
MFS Lifetime 2050 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MFFIX.
Explore MFFIX Diversifiers