MFS Lifetime 2060 C (MFJCX)
| Fund Assets | 239.28M |
| Expense Ratio | 1.58% |
| Min. Investment | $1,000 |
| Turnover | 18.00% |
| Dividend (ttm) | 0.50 |
| Dividend Yield | 2.83% |
| Dividend Growth | 45.57% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 26, 2024 |
| Previous Close | 17.80 |
| YTD Return | 11.64% |
| 1-Year Return | 11.35% |
| 5-Year Return | 59.39% |
| 52-Week Low | 14.32 |
| 52-Week High | 17.88 |
| 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 11.35% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.62%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
62.45% of assets| Name | Symbol | Weight |
|---|---|---|
| MFS Blended Research Intl Eq R6 | BRXVX | 11.19% |
| MFS Blended Research Mid Cap Eq R6 | BMSYX | 10.00% |
| MFS Blended Research Value Equity R6 | BRUNX | 5.51% |
| MFS Value R6 | MEIKX | 5.50% |
| MFS Growth R6 | MFEKX | 5.20% |
| MFS Blended Research Growth Eq R6 | BRWVX | 5.19% |
| MFS Mid Cap Growth R6 | OTCKX | 5.04% |
| MFS Mid Cap Value R6 | MVCKX | 4.98% |
| MFS Global Real Estate R6 | MGLRX | 4.96% |
| MFS Commodity Strategy Fund | MCSRX | 4.87% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| 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 |
| Dec 26, 2019 | $0.26979 | Dec 26, 2019 |