MFS Lifetime 2060 R6 (MFJKX)

Fund Assets	256.21M
Expense Ratio	0.43%
Min. Investment	$1,000
Turnover	18.00%
Dividend (ttm)	0.46
Dividend Yield	2.24%
Dividend Growth	6.94%
Payout Frequency	Annual
Ex-Dividend Date	Dec 23, 2025

Previous Close	20.42
YTD Return	14.83%
1-Year Return	19.23%
5-Year Return	53.99%
52-Week Low	17.33
52-Week High	20.56
Beta (5Y)	0.90
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.

• Fund Family: MFS
• Category: Target-Date 2060+
• Performance Rating: Below Average
• Risk Rating: Low
• Stock Exchange: NASDAQ
• Ticker Symbol: MFJKX
• Share Class: R6
• Index: S&P 500 TR

Performance

MFJKX had a total return of 19.23% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.66%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
MFJUX	R4	0.57%
MFJIX	I	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	$1.16711	Dec 24, 2025
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

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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