MFJIX Mutual Fund

MFJIX Mutual Fund (MFS Lifetime 2060 Fund Class I) is managed by MFS Investment Management with $1.5M in net assets. MFJIX expense ratio is 0.57%, holding 24 positions across various sectors. Inception date: 2016-12-06.

MFJIX performance shows a YTD return of 11.02%. The 1-year return is 18.85% and the 5-year return is 8.28%. MFJIX dividend yield stands at 5.76%, paid annually.

MFJIX top holdings include Mfs Blended Research International Equity Fund (11.4%), Mfs Blended Research Mid Cap Equity Fund (9.8%), Mfs Blended Research Value Equity Fund (5.5%), Mfs Value Fund (5.5%), Mfs Blended Research Growth Equity Fund (5.1%). Go to all MFJIX holdings, MFJIX sectors, or MFJIX dividends.

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