MFJUX Mutual Fund

MFJUX Mutual Fund (MFS Lifetime 2060 Fund Class R4) is managed by MFS Investment Management with $6.5M in net assets. MFJUX expense ratio is 0.54%, holding 28 positions across various sectors. Inception date: 2016-12-06.

MFJUX performance shows a YTD return of 10.47%. The 1-year return is 13.01% and the 5-year return is 8.21%. MFJUX dividend yield stands at 5.77%, paid annually.

MFJUX 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 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.