MFJKX Mutual Fund

MFJKX Mutual Fund (MFS Lifetime 2060 Fund Class R6) is managed by MFS Investment Management with $167.6M in net assets. MFJKX expense ratio is 0.43%, holding 24 positions across various sectors. Inception date: 2016-12-06.

MFJKX performance shows a YTD return of 11.11%. The 1-year return is 19.01% and the 5-year return is 8.43%. MFJKX dividend yield stands at 5.86%, paid annually.

MFJKX top holdings include Mfs Blended Research International Equity Fund (11.4%), Forward Foreign Currency Contract (9.8%), Mfs Blended Research Value Equity Fund (5.5%), Mfs Value Fund (5.5%), Baker Hughes Holdings, Llc 4.486% 5/1/2030 (5.1%). Go to all MFJKX holdings, MFJKX sectors, or MFJKX dividends.

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