MFJTX Mutual Fund

MFJTX Mutual Fund (MFS Lifetime 2060 Fund Class R3) is managed by MFS Investment Management with $77.2M in net assets. MFJTX expense ratio is 0.82%, holding 24 positions across various sectors. Inception date: 2016-12-06.

MFJTX performance shows a YTD return of 10.83%. The 1-year return is 18.49% and the 5-year return is 8.00%. MFJTX dividend yield stands at 5.60%, paid annually.

MFJTX top holdings include American Honda Finance 4.7% 1/12/2028 (11.4%), Gnma2 30Yr 3 02/20/2045 (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 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.