MFJEX Mutual Fund

MFJEX Mutual Fund (MFS Lifetime 2060 Fund Class R1) is managed by MFS Investment Management with $134,246.75 in net assets. MFJEX expense ratio is 1.57%, holding 24 positions across various sectors. Inception date: 2016-12-06.

MFJEX performance shows a YTD return of 10.82%. The 1-year return is 18.50% and the 5-year return is 8.18%. MFJEX dividend yield stands at 5.55%, paid annually.

MFJEX 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 MFJEX holdings, MFJEX sectors, or MFJEX dividends.

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