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 $151,014.05 in net assets. MFJBX expense ratio is 1.54%, holding 24 positions across various sectors. Inception date: 2016-12-06.
MFJBX performance shows a YTD return of 10.34%. The 1-year return is 12.61% and the 5-year return is 6.87%. MFJBX dividend yield stands at 5.57%, paid annually.
MFJBX top holdings include Mfs Blended Research International Equity Fund (11.2%), Mfs Blended Research Mid Cap Equity Fund (9.9%), Mfs Blended Research Value Equity Fund (5.4%), Mfs Value Fund (5.4%), Mfs Global Real Estate Fund Class R6 (5.4%). 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.