MFJBX Mutual Fund
MFJBX Mutual Fund
MFS Lifetime 2060 Fund Class B
MFJBX Mutual Fund Overview
MFJBX Mutual Fund (MFS Lifetime 2060 Fund Class B) is managed by MFS Investment Management with $161,439.21 in net assets. MFJBX expense ratio is 1.57%, holding 24 positions across sectors including Other, Unknown. Inception date: 2016-12-06.
MFJBX performance shows a YTD return of 9.21%. The 1-year return is 18.43% and the 5-year return is 7.77%. MFJBX dividend yield stands at 5.57%, paid annually.
MFJBX top holdings include RFR USD SOFR/3.45000 03/07/23-10Y LCH (11.4%), Mfs Blended Research Mid Cap Equity Fund (9.8%), Mfs Blended Research Value Equity Fund (5.5%), Mfs Value Fund (5.5%), Mfs Blended Research Growth Equity Fund (5.1%). View all MFJBX holdings, sector breakdown, or dividend history.
MFJBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MFJBX alternatives are available via the screener, along with tax-loss harvesting opportunities.