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
Gender equality score
52
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Gender balance in leadership and workforce
25/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
See the impact of your investments
Regular updates on sustainability risks and ethical concerns in everyday investment products
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
Social
Search more funds
Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. GPT Group/The0.09% of assets$542,068 invested
- 2. International Flavors & Fragrances Inc0.03% of assets$174,148 invested
- 3. AstraZeneca PLC0.09% of assets$599,814 invested
- 4. Qantas Airways Ltd0.02% of assets$99,372 invested
- 5. CAR Group Ltd<0.01% of assets$50,213 invested
- 6. National Grid PLC0.05% of assets$325,207 invested
- 7. NatWest Group PLC0.37% of assets$2.32M invested
- 8. Sanofi SA0.19% of assets$1.19M invested
- 9. Diageo PLC0.08% of assets$525,373 invested
- 10. Sodexo SA0.03% of assets$181,410 invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Taiwan Semiconductor Manufacturing Co Ltd0.66% of assets$4.18M invested
- 2. Taiwan Semiconductor Manufacturing Co Ltd0.46% of assets$2.9M invested
- 3. Samsung Electronics Co Ltd0.29% of assets$1.81M invested
- 4. China Construction Bank Corp0.15% of assets$935,797 invested
- 5. Tata Consultancy Services Ltd0.13% of assets$802,374 invested
- 6. Vale SA0.11% of assets$718,147 invested
- 7. Samsung Fire & Marine Insurance Co Ltd0.11% of assets$702,362 invested
- 8. PetroChina Co Ltd0.1% of assets$608,931 invested
- 9. Astra International Tbk PT0.08% of assets$536,759 invested
- 10. China Merchants Bank Co Ltd0.08% of assets$516,932 invested
Find sustainably-invested mutual funds and ETFs
Search for funds from your 401(k), retirement plan, or personal portfolio
Ask your employer about gender-lens investing in your retirement plan
Find socially responsible funds that invest in gender equality
Learn more about As You Sow's Invest Your Values program
Visit Fossil Free Funds to measure the climate risk of this portfolio
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer