MFS Lifetime 2060 R4 (MFJUX)
| Fund Assets | 239.28M |
| Expense Ratio | 0.58% |
| Min. Investment | $1,000 |
| Turnover | 18.00% |
| Dividend (ttm) | 0.66 |
| Dividend Yield | 3.61% |
| Dividend Growth | 39.84% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 26, 2024 |
| Previous Close | 18.20 |
| YTD Return | 12.05% |
| 1-Year Return | 12.20% |
| 5-Year Return | 66.96% |
| 52-Week Low | 14.60 |
| 52-Week High | 18.30 |
| Beta (5Y) | n/a |
| Holdings | 24 |
| Inception Date | Dec 6, 2016 |
About MFJUX
MFS Lifetime 2060 Fund Class R4 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 consistent with a long time horizon, then gradually shift toward balancing current income and capital appreciation as the retirement date approaches. The fund follows a progressive glide path and invests predominantly in a diversified mix of underlying MFS funds across equities, fixed income, and other assets, with active risk management and systematic rebalancing. According to MFS, the strategy seeks asset growth in the early years and aims to mitigate risk over time, offering convenient, professionally managed diversification in a single portfolio. The portfolio’s benchmark references broad U.S. equity performance, and management updates note continued oversight by a team of quantitative professionals with announced leadership transitions in 2025. Morningstar characterizes the product as a diversified, multi-asset solution for the 2060 cohort, aligning allocation with a long-dated retirement objective.
Performance
MFJUX had a total return of 12.20% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.67%.
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 | $0.65976 | Dec 27, 2024 |
| Dec 27, 2023 | $0.47178 | Dec 28, 2023 |
| Dec 28, 2022 | $0.70388 | Dec 29, 2022 |
| Dec 28, 2021 | $1.01078 | Dec 29, 2021 |
| Dec 29, 2020 | $0.25706 | Dec 30, 2020 |
| Dec 26, 2019 | $0.36547 | Dec 26, 2019 |