MFJIX Mutual Fund
MFJIX Mutual Fund
MFS Lifetime 2060 Fund Class I
MFJIX Mutual Fund Overview
MFJIX Mutual Fund (MFS Lifetime 2060 Fund Class I) is managed by MFS Investment Management with $1.4M in net assets. MFJIX expense ratio is 0.57%, holding 24 positions across sectors including Other, Unknown. Inception date: 2016-12-06.
MFJIX performance shows a YTD return of 10.97%. The 1-year return is 18.78% and the 5-year return is 8.51%. MFJIX dividend yield stands at 5.79%, paid annually.
MFJIX top holdings include Royal Bank Of Canada 4.5%08/06/2029 (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 MFJIX holdings, sector breakdown, or dividend history.
MFJIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MFJIX alternatives are available via the screener, along with tax-loss harvesting opportunities.