MFS Lifetime 2060 I (MFJIX)

Fund Assets	256.21M
Expense Ratio	0.57%
Min. Investment	$1,000
Turnover	18.00%
Dividend (ttm)	0.43
Dividend Yield	2.13%
Dividend Growth	7.04%
Payout Frequency	Annual
Ex-Dividend Date	Dec 23, 2025

Previous Close	20.36
YTD Return	14.64%
1-Year Return	18.95%
5-Year Return	52.70%
52-Week Low	17.28
52-Week High	20.50
Beta (5Y)	0.90
Holdings	24
Inception Date	Dec 6, 2016

About MFJIX

MFS Lifetime 2060 Fund Class I is a target-date mutual fund designed to deliver a high level of total return through an evolving asset mix aligned with an anticipated retirement around 2060. The fund primarily invests in a diversified suite of underlying MFS mutual funds, providing broad exposure to global equities, fixed income, real estate, and commodities within a professionally managed, regularly rebalanced portfolio. Its glide path emphasizes growth-oriented assets in the early years and systematically reduces equity risk as the target date approaches, seeking to balance capital appreciation with rising income needs over time. Portfolio allocation and fund selection are overseen by MFS’s investment team, leveraging active management and quantitative inputs across the underlying strategies. The fund’s structure aims to offer a convenient, single-fund solution for long-horizon retirement savers, with asset allocation changes intended to mitigate sequence and market risks as investors near retirement. Founded in 2016 as part of the MFS Lifetime series, it tracks progress against widely followed benchmarks while maintaining multi-asset diversification through MFS’s established lineup.

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

Performance

MFJIX had a total return of 18.95% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.51%.

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 Fund - Class 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%
MFJTX	R3	0.82%
MFJAX	A	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	$1.14348	Dec 24, 2025
Dec 26, 2024	$0.66345	Dec 27, 2024
Dec 27, 2023	$0.47613	Dec 28, 2023
Dec 28, 2022	$0.70318	Dec 29, 2022
Dec 28, 2021	$1.03319	Dec 29, 2021
Dec 29, 2020	$0.25716	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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