MFS Lifetime 2060 C (MFJCX)

Fund Assets	256.21M
Expense Ratio	1.57%
Min. Investment	$1,000
Turnover	18.00%
Dividend (ttm)	0.26
Dividend Yield	1.34%
Dividend Growth	7.82%
Payout Frequency	Annual
Ex-Dividend Date	Dec 23, 2025

Previous Close	19.83
YTD Return	13.90%
1-Year Return	17.73%
5-Year Return	45.24%
52-Week Low	16.91
52-Week High	19.98
Beta (5Y)	0.90
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.

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

Performance

MFJCX had a total return of 17.73% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.40%.

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	$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

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

Data Sources Report a data error