MFS Lifetime 2060 R6 (MFJKX)
| Fund Assets | 239.28M |
| Expense Ratio | 0.44% |
| Min. Investment | $1,000 |
| Turnover | 18.00% |
| Dividend (ttm) | 0.69 |
| Dividend Yield | 3.75% |
| Dividend Growth | 38.83% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 26, 2024 |
| Previous Close | 18.36 |
| YTD Return | 12.03% |
| 1-Year Return | 12.27% |
| 5-Year Return | 68.00% |
| 52-Week Low | 14.64 |
| 52-Week High | 18.36 |
| Beta (5Y) | n/a |
| Holdings | 24 |
| Inception Date | Dec 6, 2016 |
About MFJKX
MFS Lifetime 2060 Fund Class R6 is a target-date mutual fund designed primarily for investors planning to retire around the year 2060. Its core purpose is to provide exposure to a broadly diversified portfolio that automatically adjusts its asset allocation over time, becoming more conservative as the target retirement year approaches. The fund primarily invests in a variety of underlying MFS mutual funds, offering access to both equity and fixed-income markets, with a current emphasis on asset growth in the early years and risk mitigation in later years. Key equity exposures include sectors such as information technology, financials, industrials, and health care, while the fixed-income segment supports capital preservation and income generation as the fund matures. Managed with a disciplined and active risk management approach, the fund is structured to offer a convenient, professionally managed solution for long-term retirement investment, aligning its glide path with investor needs during accumulation and decumulation phases.
Performance
MFJKX had a total return of 12.27% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.81%.
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 | $0.68591 | Dec 27, 2024 |
| Dec 27, 2023 | $0.49407 | Dec 28, 2023 |
| Dec 28, 2022 | $0.72062 | Dec 29, 2022 |
| Dec 28, 2021 | $1.05067 | Dec 29, 2021 |
| Dec 29, 2020 | $0.27288 | Dec 30, 2020 |
| Dec 26, 2019 | $0.37148 | Dec 26, 2019 |