MFJGX Mutual Fund
MFJGX Mutual Fund
MFJGX Mutual Fund
MFS Lifetime 2060 Fund Class R2
MFJGX Mutual Fund Overview
MFJGX Mutual Fund (MFS Lifetime 2060 Fund Class R2) is managed by MFS Investment Management with $3.5M in net assets. MFJGX expense ratio is 1.07%, holding 24 positions across various sectors. Inception date: 2016-12-06.
MFJGX performance shows a YTD return of 10.65%. The 1-year return is 18.16% and the 5-year return is 8.08%. MFJGX dividend yield stands at 5.00%, paid annually.
MFJGX 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 MFJGX holdings, MFJGX sectors, or MFJGX dividends.
MFJGX can be compared against other funds. Use MFJGX overlap to find shared positions, or MFJGX vs another fund for a side-by-side view. MFJGX alternatives are available via the screener, along with tax-loss harvesting opportunities.