MFS Lifetime 2060 Fund Class C (MFJCX)
| Fund Assets | 256.21M |
| Expense Ratio | 1.58% |
| Min. Investment | $1,000 |
| Turnover | 18.00% |
| Dividend (ttm) | 0.97 |
| Dividend Yield | 5.36% |
| Dividend Growth | 93.37% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 23, 2025 |
| Previous Close | 18.11 |
| YTD Return | 4.48% |
| 1-Year Return | 16.10% |
| 5-Year Return | 46.89% |
| 52-Week Low | 13.56 |
| 52-Week High | 18.34 |
| Beta (5Y) | n/a |
| Holdings | 24 |
| Inception Date | Dec 6, 2016 |
About MFJCX
MFS Lifetime 2060 Fund Class C is a target-date mutual fund designed to deliver a high level of total return aligned with a long-term retirement horizon around the year 2060. The fund primarily invests in a diversified mix of underlying MFS mutual funds, providing broad exposure across equities, fixed income, and other asset classes within a single, professionally managed portfolio. Its asset allocation follows a progressive glide path that emphasizes growth in the early years and gradually shifts toward risk mitigation and income as the target date approaches. Managed with disciplined, active risk oversight, the strategy seeks to balance capital appreciation with evolving volatility controls over time. By consolidating multiple asset classes and styles—spanning U.S. and international equities, real assets, and core fixed income—the fund offers a convenience-oriented solution for long-dated retirement planning while maintaining systematic rebalancing and lifecycle-driven allocation changes. Established in 2016, it serves investors seeking an all-in-one approach to diversified portfolio construction with ongoing professional management and an allocation that becomes more conservative as retirement nears.
Performance
MFJCX had a total return of 16.10% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.53%.
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 | $0.97489 | Dec 24, 2025 |
| Dec 26, 2024 | $0.50415 | Dec 27, 2024 |
| Dec 27, 2023 | $0.34634 | Dec 28, 2023 |
| Dec 28, 2022 | $0.57348 | Dec 29, 2022 |
| Dec 28, 2021 | $0.88521 | Dec 29, 2021 |
| Dec 29, 2020 | $0.1434 | Dec 30, 2020 |