MFJTX Mutual Fund

MFJTX Mutual Fund (MFS Lifetime 2060 Fund Class R3) is managed by MFS Investment Management with $65.1M in net assets. MFJTX expense ratio is 0.79%, holding 24 positions across various sectors. Inception date: 2016-12-06.

MFJTX performance shows a YTD return of 10.32%. The 1-year return is 12.64% and the 5-year return is 7.26%. MFJTX dividend yield stands at 5.62%, paid annually.

MFJTX top holdings include Mfs Blended Research International Equity Fund (11.2%), Mfs Blended Research Mid Cap Equity Fund (9.9%), Mfs Blended Research Value Equity Fund (5.4%), Mfs Value Fund (5.4%), Mfs Global Real Estate Fund Class R6 (5.4%). Go to all MFJTX holdings, MFJTX sectors, or MFJTX dividends.

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