MFS Lifetime 2050 Fund - MFS

Shareclass
MFS Lifetime 2050 Fund A (MFFSX)
Type
Open-end mutual fund
Manager
Target date
MFS Lifetime Fund - MFS
Deforestation grade: Fund is invested in deforestation-risk agricultural commodity producer/traders, below the threshold of 0.5%. Assigned a grade of C.
How we track deforestation-risk investments
C
7.77%
INVESTED IN DEFORESTATION-RISK COMPANIES
producers
AGRIBUSINESS
deforestation-risk producers and traders of palm oil, paper/pulp, rubber, timber, cattle, and soy
banks
BANKS AND LENDERS
that finance deforestation-risk agribusiness producers via lending and underwriting
consumers
MAJOR CONSUMER BRANDS
that use deforestation-risk agribusiness commodities in products
68
holdings flagged
7.77%
of assets flagged
This fund contains
 $48.45 MILLION invested 
in holdings flagged for deforestation risk
MFS has big investments in companies like Archer Daniels Midland, Pepsico and Procter & Gamble that grow, trade or use palm oil, cattle, pulp and soy in their products but have failed to eliminate deforestation from their operations. This means MFS has a key role to play in voting for No Deforestation policies at these companies and engaging with company management to make sure these policies are implemented. In order to do that, MFS needs to get its own house in order. Tell MFS to adopt a No Deforestation Policy!
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producers
Commodity producers
8 holdings
0.27% of assets
$1.69 MILLION invested
banks
Banks and lenders
17 holdings
2.52% of assets
$15.71 MILLION invested
consumers
Major consumer brands
44 holdings
5.02% of assets
$31.32 MILLION invested
Commodity producers
Commodity producers
8 HOLDINGS
Companies that produce and trade palm oil, paper/pulp, rubber, timber, cattle, and soy, and have a past record or a significant risk of contributing to deforestation, land grabbing, and human rights abuses. Investing in any of these companies assigns a fund a grade of C if total producer exposure is below the threshold of 0.5%; a grade of D if below 1.5%; and a grade of F if above 1.5%.
8 HOLDINGS
  • % of portfolio
    $ invested
  • 1. Glencore PLC
    Soy producerPalm oil producer
    0.1%0.1% of portfolio
    $599,261$599,261 invested
    Soy producerPalm oil producer
  • 2. Astra International Tbk PT
    Palm oil producer
    0.08%0.08% of portfolio
    $524,251$524,251 invested
    Palm oil producer
  • 3. WH Group Ltd
    Cattle producer
    0.04%0.04% of portfolio
    $262,321$262,321 invested
    Cattle producer
  • 4. International Paper Co
    Paper/pulp producer
    0.03%0.03% of portfolio
    $200,354$200,354 invested
    Paper/pulp producer
  • 5. LG Corp
    Palm oil producer
    <0.01%<0.01% of portfolio
    $43,520$43,520 invested
    Palm oil producer
View next 3
Banks and lenders
Banks and lenders
17 HOLDINGS
Financial institutions directly and indirectly involved in underwriting and lending to deforestation-risk producers and traders. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
17 HOLDINGS
  • % of portfolio
    $ invested
  • 1. JPMorgan Chase & Co
    0.5%0.5% of portfolio
    $3.09M$3.09M invested
  • 2. NatWest Group PLC
    0.36%0.36% of portfolio
    $2.26M$2.26M invested
  • 3. Citigroup Inc
    0.33%0.33% of portfolio
    $2.08M$2.08M invested
  • 4. Barclays PLC
    0.26%0.26% of portfolio
    $1.64M$1.64M invested
  • 5. ABN AMRO Bank NV
    0.24%0.24% of portfolio
    $1.48M$1.48M invested
View next 5
Major consumer brands
Major consumer brands
44 HOLDINGS
Consumer goods retailers that source palm oil, paper/pulp, rubber, timber, cattle, and soy from deforestation-risk producers and traders and sell it to consumers worldwide. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
44 HOLDINGS
  • % of portfolio
    $ invested
  • 1. Amazon.com Inc
    Soy major consumer brandCattle major consumer brandTimber major consumer brandRubber major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
    1.16%1.16% of portfolio
    $7.26M$7.26M invested
    Soy major consumer brandCattle major consumer brandTimber major consumer brandRubber major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
  • 2. Johnson & Johnson
    Paper/pulp major consumer brandPalm oil major consumer brand
    0.48%0.48% of portfolio
    $2.98M$2.98M invested
    Paper/pulp major consumer brandPalm oil major consumer brand
  • 3. Aramark
    Soy major consumer brandCattle major consumer brand
    0.35%0.35% of portfolio
    $2.2M$2.2M invested
    Soy major consumer brandCattle major consumer brand
  • 4. Tapestry Inc
    Cattle major consumer brandPaper/pulp major consumer brand
    0.23%0.23% of portfolio
    $1.45M$1.45M invested
    Cattle major consumer brandPaper/pulp major consumer brand
  • 5. Dollar General Corp
    Palm oil major consumer brand
    0.2%0.2% of portfolio
    $1.24M$1.24M invested
    Palm oil major consumer brand
View next 5
View more info
DATA AS OF 31 Oct 2025





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