MFJUX Mutual Fund
MFJUX Mutual Fund
MFS Lifetime 2060 Fund Class R4
MFJUX Mutual Fund Overview
MFJUX Mutual Fund (MFS Lifetime 2060 Fund Class R4) is managed by MFS Investment Management with $6.7M in net assets. MFJUX expense ratio is 0.57%, holding 24 positions across sectors including Other, Unknown. Inception date: 2016-12-06.
MFJUX performance shows a YTD return of 10.97%. The 1-year return is 18.76% and the 5-year return is 8.49%. MFJUX dividend yield stands at 5.77%, paid annually.
MFJUX top holdings include Mfs Blended Research International Equity Fund (11.4%), Mfs Blended Research Mid Cap Equity Fund (9.8%), Fx Forwards (5.5%), Chs/Community Health Systems, Inc. 6.875 04/15/2029 (5.5%), Bought MXN Sold USD 20260617 (5.1%). View all MFJUX holdings, sector breakdown, or dividend history.
MFJUX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MFJUX alternatives are available via the screener, along with tax-loss harvesting opportunities.