MFJEX Mutual Fund
MFJEX Mutual Fund
MFS Lifetime 2060 Fund Class R1
MFJEX Mutual Fund Overview
MFJEX Mutual Fund (MFS Lifetime 2060 Fund Class R1) is managed by MFS Investment Management with $131,654.14 in net assets. MFJEX expense ratio is 0.57%, holding 24 positions across sectors including Other, Unknown. Inception date: 2016-12-06.
MFJEX performance shows a YTD return of 10.82%. The 1-year return is 18.49% and the 5-year return is 8.05%. MFJEX dividend yield stands at 5.58%, paid annually.
MFJEX top holdings include Mfs Blended Research International Equity Fund (11.4%), Bought SGD Sold USD 20260504 (9.8%), Mfs Blended Research Value Equity Fund (5.5%), Crude Oil Opt Ipe Jun26P 35 (5.5%), Mfs Blended Research Growth Equity Fund (5.1%). View all MFJEX holdings, sector breakdown, or dividend history.
MFJEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MFJEX alternatives are available via the screener, along with tax-loss harvesting opportunities.