MFS Lifetime 2060 R4 (MFJUX)

Fund Assets	256.21M
Expense Ratio	0.57%
Min. Investment	$1,000
Turnover	18.00%
Dividend (ttm)	0.43
Dividend Yield	2.11%
Dividend Growth	6.76%
Payout Frequency	Annual
Ex-Dividend Date	Dec 23, 2025

Previous Close	20.35
YTD Return	14.76%
1-Year Return	19.05%
5-Year Return	52.86%
52-Week Low	17.28
52-Week High	20.49
Beta (5Y)	0.90
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.

• Fund Family: MFS
• Category: Target-Date 2060+
• Performance Rating: Below Average
• Risk Rating: Below Average
• Stock Exchange: NASDAQ
• Ticker Symbol: MFJUX
• Share Class: R4
• Index: S&P 500 TR

Performance

MFJUX had a total return of 19.05% 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 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%
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	$1.13839	Dec 24, 2025
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

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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