MFJBX Mutual Fund

MFJBX Mutual Fund (MFS Lifetime 2060 Fund Class B) is managed by MFS Investment Management with $160,601.86 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 7.91%. MFJBX dividend yield stands at 5.44%, paid annually.

MFJBX 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 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.