MFJTX Mutual Fund
MFJTX Mutual Fund
MFJTX Mutual Fund
MFS Lifetime 2060 Fund Class R3
MFJTX Mutual Fund Overview
MFJTX Mutual Fund (MFS Lifetime 2060 Fund Class R3) is managed by MFS Investment Management with $66.9M in net assets. MFJTX expense ratio is 0.79%, holding 28 positions across various sectors. Inception date: 2016-12-06.
MFJTX performance shows a YTD return of 10.27%. The 1-year return is 12.77% and the 5-year return is 7.96%. MFJTX dividend yield stands at 5.62%, paid annually.
MFJTX 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 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.