MFJTX Mutual Fund
MFJTX Mutual Fund
MFS Lifetime 2060 Fund Class R3
MFJTX Mutual Fund Overview
MFJTX Mutual Fund (MFS Lifetime 2060 Fund Class R3) is managed by MFS Investment Management with $74.6M in net assets. MFJTX expense ratio is 0.82%, holding 24 positions across sectors including Other, Unknown. Inception date: 2016-12-06.
MFJTX performance shows a YTD return of 10.83%. The 1-year return is 18.48% and the 5-year return is 8.24%. MFJTX dividend yield stands at 5.62%, paid annually.
MFJTX top holdings include American Honda Finance 4.7% 1/12/2028 (11.4%), Sold PEN Bought USD 20260724 (9.8%), Mfs Blended Research Value Equity Fund (5.5%), Bp Capital Markets America Inc 4.812 02/13/2033 (5.5%), Mfs Blended Research Growth Equity Fund (5.1%). View all MFJTX holdings, sector breakdown, or dividend history.
MFJTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MFJTX alternatives are available via the screener, along with tax-loss harvesting opportunities.