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Asset Allocation Strategies

Allocate, diversify, and rebalance with ease

The MFS Allocation Funds are professionally allocated, broadly diversified, and systematically rebalanced portfolios of underlying MFS mutual funds.

These target-risk and target-date portfolios allow you to choose what fits each client's financial needs, goals and profile, while providing them with an efficient way to invest long-term with discipline.

Take advantage of our new online asset allocation tool to find the right solution for your clients' needs. Launch it from the tab below to:

  • create a customized client proposal
  • view underlying fund allocations (target & actual)
  • view detailed, historical fund Performance

    Target Risk

    Target Date

    Sales Tools

Explore the MFS suite of target risk funds.

Conservative Asset Allocation Fund
Symbol: MACFX Cusip: 55273G827
Performance Fact sheet
Moderate Allocation Fund
Symbol: MAMAX Cusip: 55273G777
Performance Fact sheet
Growth Allocation Fund
Symbol: MAGWX Cusip: 55273G736
Performance Fact sheet
Aggressive Growth Allocation Fund
Symbol: MAAGX Cusip: 55273G686
Performance Fact sheet
Explore the MFS suite of target date funds.

This chart illustrates MFS Lifetime Funds' target asset allocations among U.S. stock, international stock, bond and specialty funds from the funds' inception date of 9/29/2005 through the fund target date. This chart also illustrates how these allocations may change over time. The portfolio manager will periodically balance the portfolios as market conditions change and the fund Performance weightings change.
Lifetime Retirement Fund
Symbol: MLLAX
Cusip: 55275E101
Performance Fact sheet
Lifetime 2010 Fund
Symbol: MFSAX
Cusip: 55275E879
Performance Fact sheet
Lifetime 2015 Fund
Symbol: LFTDX
Cusip: 55279J106
Performance Fact sheet
Lifetime 2020 Fund
Symbol: MFLAX
Cusip: 55275E770
Performance Fact sheet
Lifetime 2025 Fund
Symbol: LTTAX
Cusip: 55279J882
Performance Fact sheet
Lifetime 2030 Fund
Symbol: MLTAX
Cusip: 55275E671
Performance Fact sheet
Lifetime 2035 Fund
Symbol: LFEAX
Cusip: 55279J882
Performance Fact sheet
Lifetime 2040 Fund
Symbol: MLFAX
Cusip:55275E572
Performance Fact sheet
Lifetime 2045 Fund
Symbol: LTMAX
Cusip: 55279J718
Performance Fact sheet
Lifetime 2050 Fund
Symbol: MFFSX
Cusip: 55275E382
Performance Fact sheet
Lifetime 2055 Fund
Symbol: LFIAX
Cusip: 55279J627
Performance Fact sheet
Start and carry the conversation with these client-approved materials.


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Before investing, consider the fund's investment objectives, risks, charges, and expenses. For a prospectus, or a summary prospectus, containing this and other information, contact MFS or view online at mfs.com. Please read it carefully.