MFJCX Mutual Fund

MFJCX Mutual Fund

NAV$19.42
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Fund Essentials - as of Jul 31, 2026

Net Assets
$2M
Expense Ratio
1.54%
Dividend Yield (Current)
5.07%
Holdings
28
Inception Date
Dec 6, 2016
Fund Family
MFS Investment Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+9.65%
1 Year+11.90%
3 Year+14.81%
5 Year+7.13%

Asset Allocation

Cash: 0.87%
Other: 99.13%
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Top Holdings

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TickerNameWeight
BRXVXMfs Blended Research International Equity Fund11.35%
BMSYXMfs Blended Research Mid Cap Equity Fund9.99%
MEIKXMfs Value Fund5.51%
BRUNXMfs Blended Research Value Equity Fund5.51%
MGLRXMfs Global Real Estate Fund Class R65.31%
Top 10 Concentration: 62.89%Report Date: Jul 31, 2026
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Dividend Summary

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Dividend Yield (Current)
5.07%
Frequency
Annually
Latest Distribution
$0.89
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

MFJCX Mutual Fund Overview

MFJCX Mutual Fund (MFS Lifetime 2060 Fund Class C) is managed by MFS Investment Management with $2.3M in net assets. MFJCX expense ratio is 1.54%, holding 28 positions across various sectors. Inception date: 2016-12-06.

MFJCX performance shows a YTD return of 9.65%. The 1-year return is 11.90% and the 5-year return is 7.13%. MFJCX dividend yield stands at 5.07%, paid annually.

MFJCX top holdings include Mfs Blended Research International Equity Fund (11.3%), Mfs Blended Research Mid Cap Equity Fund (10.0%), Mfs Value Fund (5.5%), Mfs Blended Research Value Equity Fund (5.5%), Mfs Global Real Estate Fund Class R6 (5.3%). Go to all MFJCX holdings, MFJCX sectors, or MFJCX dividends.

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