MFJEX Mutual Fund
MFJEX Mutual Fund
MFJEX Mutual Fund
MFS Lifetime 2060 Fund Class R1
MFJEX Mutual Fund Overview
MFJEX Mutual Fund (MFS Lifetime 2060 Fund Class R1) is managed by MFS Investment Management with $133,239.84 in net assets. MFJEX expense ratio is 1.54%, holding 28 positions across various sectors. Inception date: 2016-12-06.
MFJEX performance shows a YTD return of 10.26%. The 1-year return is 12.74% and the 5-year return is 7.79%. MFJEX dividend yield stands at 5.58%, paid annually.
MFJEX 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 MFJEX holdings, MFJEX sectors, or MFJEX dividends.
MFJEX can be compared against other funds. Use MFJEX overlap to find shared positions, or MFJEX vs another fund for a side-by-side view. MFJEX alternatives are available via the screener, along with tax-loss harvesting opportunities.