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
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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/The0.08% of assets$534,427 invested
- 2. International Flavors & Fragrances Inc0.03% of assets$186,515 invested
- 3. AstraZeneca PLC0.11% of assets$678,446 invested
- 4. Qantas Airways Ltd0.02% of assets$117,407 invested
- 5. CAR Group Ltd<0.01% of assets$61,136 invested
- 6. National Grid PLC0.06% of assets$355,254 invested
- 7. NatWest Group PLC0.27% of assets$1.74M invested
- 8. Sanofi SA0.12% of assets$757,566 invested
- 9. Diageo PLC0.08% of assets$476,126 invested
- 10. Sodexo SA<0.01% of assets$50,335 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 Ltd0.67% of assets$4.24M invested
- 2. Taiwan Semiconductor Manufacturing Co Ltd0.53% of assets$3.34M invested
- 3. Samsung Electronics Co Ltd0.44% of assets$2.79M invested
- 4. China Construction Bank Corp0.15% of assets$955,970 invested
- 5. Vale SA0.13% of assets$849,538 invested
- 6. Samsung Fire & Marine Insurance Co Ltd0.11% of assets$672,248 invested
- 7. PetroChina Co Ltd0.11% of assets$667,028 invested
- 8. Lenovo Group Ltd0.1% of assets$642,754 invested
- 9. KB Financial Group Inc0.09% of assets$582,225 invested
- 10. Tata Consultancy Services Ltd0.09% of assets$567,707 invested
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