MFJUX Mutual Fund

MFJUX Mutual Fund (MFS Lifetime 2060 Fund Class R4) is managed by MFS Investment Management with $7.0M in net assets. MFJUX expense ratio is 0.57%, holding 24 positions across various sectors. Inception date: 2016-12-06.

MFJUX performance shows a YTD return of 11.03%. The 1-year return is 18.83% and the 5-year return is 8.27%. MFJUX dividend yield stands at 5.74%, paid annually.

MFJUX top holdings include Mfs Blended Research International Equity Fund (11.4%), Gnr 2024-32 Io Io 00.6998 06/16/2063 0.6998 2063-06-16 (9.8%), Fx Forwards (5.5%), Chs/Community Health Systems, Inc. 6.875 04/15/2029 (5.5%), Bought MXN Sold USD 20260617 (5.1%). Go to all MFJUX holdings, MFJUX sectors, or MFJUX dividends.

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