MFJBX Mutual Fund
MFJBX Mutual Fund
MFJBX Mutual Fund
MFS Lifetime 2060 Fund Class B
MFJBX Mutual Fund Overview
MFJBX Mutual Fund (MFS Lifetime 2060 Fund Class B) is managed by MFS Investment Management with $165,424.7 in net assets. MFJBX expense ratio is 1.57%, holding 24 positions across various sectors. Inception date: 2016-12-06.
MFJBX performance shows a YTD return of 10.84%. The 1-year return is 18.50% and the 5-year return is 7.55%. MFJBX dividend yield stands at 5.54%, paid annually.
MFJBX top holdings include RFR USD SOFR/3.45000 03/07/23-10Y LCH (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%). Go to all MFJBX holdings, MFJBX sectors, or MFJBX dividends.
MFJBX can be compared against other funds. Use MFJBX overlap to find shared positions, or MFJBX vs another fund for a side-by-side view. MFJBX alternatives are available via the screener, along with tax-loss harvesting opportunities.