MFS Lifetime 2060 R2 (MFJGX)
| Fund Assets | 256.21M |
| Expense Ratio | 1.07% |
| Min. Investment | $1,000 |
| Turnover | 18.00% |
| Dividend (ttm) | 1.00 |
| Dividend Yield | 5.13% |
| Dividend Growth | 70.30% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 23, 2025 |
| Previous Close | 19.53 |
| YTD Return | 10.27% |
| 1-Year Return | 17.14% |
| 5-Year Return | 47.44% |
| 52-Week Low | 17.14 |
| 52-Week High | 19.67 |
| 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.
Performance
MFJGX had a total return of 17.14% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.70%.
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 | 11.26% |
| MFS Blended Research Mid Cap Eq R6 | BMSYX | 10.06% |
| MFS Blended Research Value Equity R6 | BRUNX | 5.50% |
| MFS Value R6 | MEIKX | 5.44% |
| MFS Blended Research Growth Eq R6 | BRWVX | 5.18% |
| MFS Growth R6 | MFEKX | 5.15% |
| MFS Mid Cap Growth R6 | OTCKX | 5.05% |
| MFS Mid Cap Value R6 | MVCKX | 4.97% |
| MFS Global Real Estate R6 | MGLRX | 4.95% |
| MFS Commodity Strategy Fund | MCSRX | 4.88% |
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 |