MFS Lifetime 2060 B (MFJBX)

Fund Assets	256.21M
Expense Ratio	1.57%
Min. Investment	$1,000
Turnover	18.00%
Dividend (ttm)	0.38
Dividend Yield	1.89%
Dividend Growth	20.89%
Payout Frequency	Annual
Ex-Dividend Date	Dec 23, 2025

Previous Close	20.24
YTD Return	14.53%
1-Year Return	18.73%
5-Year Return	47.91%
52-Week Low	17.21
52-Week High	20.39
Beta (5Y)	0.90
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.

• Fund Family: MFS
• Category: Target-Date 2060+
• Performance Rating: Below Average
• Risk Rating: Low
• Stock Exchange: NASDAQ
• Ticker Symbol: MFJBX
• Share Class: B
• Index: S&P 500 TR

Performance

MFJBX had a total return of 18.73% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.61%.

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 M	1.18%
FNGLX	Fidelity	Fidelity Advisor Freedom 2060 K6	0.45%
FDKQX	Fidelity	Fidelity Advisor Freedom 2060 I	0.68%
FDKSX	Fidelity	Fidelity Advisor Freedom 2060 C	1.68%
FWLSX	Fidelity	Fidelity Flex Freedom Blend 2060 Fund	0.01%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
MFJKX	R6	0.43%
MFJUX	R4	0.57%
MFJIX	I	0.57%
MFJTX	R3	0.82%

Top 10 Holdings

62.63% of assets

Name	Symbol	Weight
MFS Blended Research Intl Eq R6	BRXVX	11.15%
MFS Blended Research Mid Cap Eq R6	BMSYX	10.29%
MFS Blended Research Value Equity R6	BRUNX	5.55%
MFS Value R6	MEIKX	5.48%
MFS Blended Research Growth Eq R6	BRWVX	5.13%
MFS Mid Cap Growth R6	OTCKX	5.12%
MFS Growth R6	MFEKX	5.10%
MFS Mid Cap Value R6	MVCKX	5.08%
MFS Global Real Estate R6	MGLRX	5.02%
MFS Commodity Strategy R6	MCSRX	4.72%

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

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 27, 2026

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