MFS Lifetime 2060 Fund Class R6 (MFJKX)
| Fund Assets | 228.96M |
| Expense Ratio | 0.44% |
| Min. Investment | $1,000 |
| Turnover | 7.00% |
| Dividend (ttm) | 0.69 |
| Dividend Yield | 3.83% |
| Dividend Growth | 38.83% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 26, 2024 |
| Previous Close | 17.83 |
| YTD Return | 9.94% |
| 1-Year Return | 14.79% |
| 5-Year Return | 79.22% |
| 52-Week Low | 14.64 |
| 52-Week High | 17.93 |
| 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 14.79% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.76%.
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 Fund - Class M | 1.26% |
| FNGLX | Fidelity | Fidelity Advisor Freedom 2060 Fund - Class K6 | 0.46% |
| FDKQX | Fidelity | Fidelity Advisor Freedom 2060 Fund - Class I | 0.76% |
| FHMEX | Fidelity | Fidelity Advisor Freedom Blend 2060 Fund - Class M | 1.00% |
| FUIPX | Fidelity | Fidelity Freedom Index 2060 Premier | 0.05% |
Top 10 Holdings
62.46% of assets| Name | Symbol | Weight |
|---|---|---|
| MFS Blended Research International Equity Fund Class R6 | BRXVX | 11.19% |
| MFS Blended Research Mid Cap Equity Fund R6 | BMSYX | 10.02% |
| MFS Blended Research Value Equity Fund Class R6 | BRUNX | 5.48% |
| MFS Value Fund Class R6 | MEIKX | 5.47% |
| MFS Blended Research Growth Equity Fund Class R6 | BRWVX | 5.21% |
| MFS Growth Fund Class R6 | MFEKX | 5.20% |
| MFS Mid Cap Growth Fund Class R6 | OTCKX | 5.04% |
| MFS Global Real Estate Fund Class R6 | MGLRX | 4.99% |
| MFS Mid Cap Value Fund Class R6 | MVCKX | 4.98% |
| MFS Commodity Strategy Fund Class R6 | MCSRX | 4.88% |
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 |