MFJCX Mutual Fund

MFJCX Mutual Fund

NAV$19.22
See how much of MFJCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Fund Essentials - as of Sep 30, 2026

Net Assets
$2M
Expense Ratio
1.54%
Dividend Yield (Current)
5.07%
Holdings
24
Inception Date
Dec 6, 2016
Fund Family
MFS Investment Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+9.65%
1 Year+11.78%
3 Year+16.70%
5 Year+6.46%

Asset Allocation

Cash: 0.25%
Other: 99.75%
See how much of MFJCX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free

Top Holdings

View All →
TickerNameWeight
BRXVXMfs Blended Research International Equity Fund11.19%
BMSYXMfs Blended Research Mid Cap Equity Fund9.92%
BRUNXMfs Blended Research Value Equity Fund5.44%
MEIKXMfs Value Fund5.43%
MGLRXMfs Global Real Estate Fund Class R65.42%
Top 10 Concentration: 63.19%Report Date: Sep 30, 2026
Download all 24 holdings for MFJCX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
5.07%
Frequency
Annually
Latest Distribution
$0.89
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

MFJCX Mutual Fund Overview

MFJCX Mutual Fund (MFS Lifetime 2060 Fund Class C) is managed by MFS Investment Management with $2.2M in net assets. MFJCX expense ratio is 1.54%, holding 24 positions across various sectors. Inception date: 2016-12-06.

MFJCX performance shows a YTD return of 9.65%. The 1-year return is 11.78% and the 5-year return is 6.46%. MFJCX dividend yield stands at 5.07%, paid annually.

MFJCX 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 MFJCX holdings, MFJCX sectors, or MFJCX dividends.

MFJCX can be compared against other funds. Use MFJCX overlap to find shared positions, or MFJCX vs another fund for a side-by-side view. MFJCX alternatives are available via the screener, along with tax-loss harvesting opportunities.