MFS Lifetime 2050 Fund - MFS
Shareclass
MFS Lifetime 2050 Fund A (MFFSX)
Type
Open-end mutual fund
Manager
Filing
Target date
MFS Lifetime Fund - MFS
Equity & Justice
Exclusions
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Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund MFS Lifetime 2050 Fund - MFS
FUND COVERAGE
# of holdings951
% of assets78%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
25 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. GPT Group/The0.09%$542,068
- 2. International Flavors & Fragrances Inc0.03%$174,148
- 3. AstraZeneca PLC0.09%$599,814
- 4. Qantas Airways Ltd0.02%$99,372
- 5. CAR Group Ltd<0.01%$50,213
- 6. National Grid PLC0.05%$325,207
- 7. NatWest Group PLC0.37%$2.32M
- 8. Sanofi SA0.19%$1.19M
- 9. Diageo PLC0.08%$525,373
- 10. Sodexo SA0.03%$181,410
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. TKO Group Holdings Inc0.33%$2.09M
- 2. Shopify Inc0.05%$338,455
- 3. RBC Bearings Inc0.04%$234,614
- 4. Viper Energy Inc0.02%$108,807
- 5. Constellation Software Inc/Canada0.11%$710,647
- 6. IonQ Inc<0.01%$20,338
- 7. Sankyu Inc0.07%$438,279
- 8. Carvana Co0.07%$418,881
- 9. Chewy Inc0.01%$88,915
- 10. Bridgebio Pharma Inc<0.01%$8,095
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund MFS Lifetime 2050 Fund - MFS
Totals
Holdings
Assets
Weight
Prisons
21.0
$34.49M
5.44%
Prisons high risk
6.0
$4.39M
0.69%
Private prisons
1.0
$181,410
0.03%
Borders
27.0
$42.07M
6.63%
Borders high risk
11.0
$9.91M
1.56%
Total
34.0
$43.94M
6.93%
Holdings — 34 flagged holdings
1.
Microsoft Corp
:$10.12M
1.59%
2.
Amazon.com Inc
:$7.01M
1.11%
3.
Alphabet Inc
:$6.4M
1.01%
4.
Aramark
:$2.33M
0.37%
5.
Leidos Holdings Inc
:$1.61M
0.25%
6.
General Dynamics Corp
:$1.56M
0.25%
7.
RTX Corp
:$1.46M
0.23%
8.
Alphabet Inc
:$1.44M
0.23%
9.
Salesforce Inc
:$1.43M
0.22%
10.
Thermo Fisher Scientific Inc
:$1.15M
0.18%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
MFS Lifetime 2050 Fund - MFS MFFSX
Environment
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