MFJAX Mutual Fund
MFJAX Mutual Fund
MFJAX Mutual Fund
MFS Lifetime 2060 Fund Class A
MFJAX Mutual Fund Overview
MFJAX Mutual Fund (MFS Lifetime 2060 Fund Class A) is managed by MFS Investment Management with $23.7M in net assets. MFJAX expense ratio is 0.82%, holding 24 positions across various sectors. Inception date: 2016-12-06.
MFJAX performance shows a YTD return of 10.85%. The 1-year return is 18.53% and the 5-year return is 8.36%. MFJAX dividend yield stands at 5.50%, paid annually.
MFJAX top holdings include Mfs Blended Research International Equity Fund (11.2%), Mfs Blended Research Mid Cap Equity Fund (10.3%), Mfs Blended Research Value Equity Fund (5.5%), Mfs Value Fund (5.5%), Mfs Blended Research Growth Equity Fund (5.1%). Go to all MFJAX holdings, MFJAX sectors, or MFJAX dividends.
MFJAX can be compared against other funds. Use MFJAX overlap to find shared positions, or MFJAX vs another fund for a side-by-side view. MFJAX alternatives are available via the screener, along with tax-loss harvesting opportunities.