MFS Lifetime 2060 R2 (MFJGX)

Fund Assets	256.21M
Expense Ratio	1.07%
Min. Investment	$1,000
Turnover	18.00%
Dividend (ttm)	0.29
Dividend Yield	1.45%
Dividend Growth	-11.56%
Payout Frequency	Annual
Ex-Dividend Date	Dec 23, 2025

Previous Close	20.14
YTD Return	14.24%
1-Year Return	17.61%
5-Year Return	49.31%
52-Week Low	17.14
52-Week High	20.29
Beta (5Y)	0.90
Holdings	24
Inception Date	Dec 6, 2016

About MFJGX

MFS Lifetime 2060 Fund R2 Shares 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 aligned with a long-dated retirement horizon, emphasizing capital growth in the early years and gradually shifting toward income and capital preservation as the target date approaches, following a progressive glide path. The fund invests primarily in a diversified mix of underlying MFS funds across equities and fixed income, offering disciplined, actively managed risk and automatic rebalancing within a single, professionally allocated portfolio. For distant vintages, the series maintains a notably high equity allocation to pursue long-term growth, with exposure that broadens across global sectors and asset classes before becoming more conservative over time. The strategy benchmarks itself to a broad U.S. equity market measure and incorporates quantitative and fundamental inputs from MFS to calibrate allocations and manage risk throughout the life cycle of the fund. This structure positions the fund as a core, set-it-and-monitor solution within defined contribution plans and retirement-focused accounts.

• Fund Family: MFS
• Category: Target-Date 2060+
• Performance Rating: Below Average
• Risk Rating: Low
• Stock Exchange: NASDAQ
• Ticker Symbol: MFJGX
• Share Class: R2
• Index: S&P 500 TR

Performance

MFJGX had a total return of 17.61% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.96%.

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	$1.00148	Dec 24, 2025
Dec 26, 2024	$0.58806	Dec 27, 2024
Dec 27, 2023	$0.4154	Dec 28, 2023
Dec 28, 2022	$0.62265	Dec 29, 2022
Dec 28, 2021	$0.96292	Dec 29, 2021
Dec 29, 2020	$0.20426	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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