MFJKX Mutual Fund
MFJKX Mutual Fund
MFS Lifetime 2060 Fund Class R6
MFJKX Mutual Fund Overview
MFJKX Mutual Fund (MFS Lifetime 2060 Fund Class R6) is managed by MFS Investment Management with $161.4M in net assets. MFJKX expense ratio is 0.43%, holding 24 positions across sectors including Other, Unknown. Inception date: 2016-12-06.
MFJKX performance shows a YTD return of 11.06%. The 1-year return is 18.88% and the 5-year return is 8.66%. MFJKX dividend yield stands at 5.89%, paid annually.
MFJKX top holdings include Mfs Blended Research International Equity Fund (11.4%), Forward Foreign Currency Contract (9.8%), Mfs Blended Research Value Equity Fund (5.5%), Mfs Value Fund (5.5%), Baker Hughes Holdings, Llc 4.486% 5/1/2030 (5.1%). View all MFJKX holdings, sector breakdown, or dividend history.
MFJKX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MFJKX alternatives are available via the screener, along with tax-loss harvesting opportunities.