MFS Lifetime 2060 Fund Class B (MFJBX)
| Fund Assets | 256.21M |
| Expense Ratio | 1.58% |
| Min. Investment | $1,000 |
| Turnover | 18.00% |
| Dividend (ttm) | 1.09 |
| Dividend Yield | 5.91% |
| Dividend Growth | 89.96% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 23, 2025 |
| Previous Close | 18.41 |
| YTD Return | 4.52% |
| 1-Year Return | 16.90% |
| 5-Year Return | 48.84% |
| 52-Week Low | 13.70 |
| 52-Week High | 18.64 |
| Beta (5Y) | n/a |
| Holdings | 24 |
| Inception Date | Dec 6, 2016 |
About MFJBX
MFS Lifetime 2060 Fund Class B is a target-date mutual fund designed for investors planning to retire around 2060. Its primary purpose is to deliver a high level of total return through a diversified, professionally managed allocation that evolves over time, pursuing growth in the early decades and gradually reducing risk as the target date approaches. The fund invests substantially all assets in underlying MFS mutual funds, providing broad exposure across equities, fixed income, real assets, and cash equivalents in a single vehicle. It follows a progressive glide path with active risk management and routine rebalancing, seeking efficient participation in global equity markets while introducing more defensive fixed income and income-generating components as retirement nears. The strategy draws on MFS’s multi-asset research and portfolio construction to blend factors, market capitalizations, and regions. As a Class B share, it carries a contingent deferred sales charge structure and higher ongoing expenses relative to institutional share classes, reflecting distribution-related costs. In the retirement marketplace, it serves as an all-in-one core solution for long-horizon savers who want an age-appropriate, automatically adjusting portfolio.
Performance
MFJBX had a total return of 16.90% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.64%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
| Symbol | Provider | Name | Expense Ratio |
|---|---|---|---|
| FDKTX | Fidelity | Fidelity Advisor Freedom 2060 Fund - Class M | 1.26% |
| FNGLX | Fidelity | Fidelity Advisor Freedom 2060 Fund - Class K6 | 0.46% |
| FDKQX | Fidelity | Fidelity Advisor Freedom 2060 Fund - Class I | 0.76% |
| FDKSX | Fidelity | Fidelity Advisor Freedom 2060 Fund - Class C | 1.76% |
| FWLSX | Fidelity | Fidelity Flex Freedom Blend 2060 Fund | 0.01% |
Top 10 Holdings
62.31% of assets| Name | Symbol | Weight |
|---|---|---|
| MFS Blended Research International Equity Fund Class R6 | BRXVX | 11.25% |
| MFS Blended Research Mid Cap Equity Fund R6 | BMSYX | 9.95% |
| MFS Value Fund Class R6 | MEIKX | 5.49% |
| MFS Blended Research Value Equity Fund Class R6 | BRUNX | 5.49% |
| MFS Growth Fund Class R6 | MFEKX | 5.11% |
| MFS Blended Research Growth Equity Fund Class R6 | BRWVX | 5.10% |
| MFS Global Real Estate Fund Class R6 | MGLRX | 5.02% |
| MFS Mid Cap Value Fund Class R6 | MVCKX | 4.98% |
| MFS Commodity Strategy Fund Class R6 | MCSRX | 4.97% |
| MFS Mid Cap Growth Fund Class R6 | OTCKX | 4.96% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 23, 2025 | $1.09328 | Dec 24, 2025 |
| Dec 26, 2024 | $0.57553 | Dec 27, 2024 |
| Dec 27, 2023 | $0.30116 | Dec 28, 2023 |
| Dec 28, 2022 | $0.55286 | Dec 29, 2022 |
| Dec 28, 2021 | $0.86677 | Dec 29, 2021 |
| Dec 29, 2020 | $0.12789 | Dec 30, 2020 |