MFJGX Mutual Fund
MFJGX Mutual Fund
MFS Lifetime 2060 Fund Class R2
MFJGX Mutual Fund Overview
MFJGX Mutual Fund (MFS Lifetime 2060 Fund Class R2) is managed by MFS Investment Management with $3.3M in net assets. MFJGX expense ratio is 1.07%, holding 24 positions across sectors including Other, Unknown. Inception date: 2016-12-06.
MFJGX performance shows a YTD return of 10.65%. The 1-year return is 18.08% and the 5-year return is 7.95%. MFJGX dividend yield stands at 5.12%, paid annually.
MFJGX top holdings include Mfs Blended Research International Equity Fund (11.4%), Us 10Yr Ultra Fut Jun26 Xcbt 20260618 (9.8%), Mfs Blended Research Value Equity Fund (5.5%), Mfs Value Fund (5.5%), Sold KRW Bought USD 20251015 (5.1%). View all MFJGX holdings, sector breakdown, or dividend history.
MFJGX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MFJGX alternatives are available via the screener, along with tax-loss harvesting opportunities.