MFJGX Mutual Fund

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 7.72%. MFJGX dividend yield stands at 5.10%, paid annually.

MFJGX top holdings include Mfs Blended Research International Equity Fund (11.4%), Us 10Yr Ultra Fut Jun26 Xcbt 20260618 (9.8%), Mfs Blended Research Value Equity Fund (5.5%), Mfs Value Fund (5.5%), Sold KRW Bought USD 20251015 (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.