The MFS Lifetime target-date series benefits from the firm's well-regarded fund lineup, and management has faithfully carried out its well-researched allocation framework.
MFS Lifetime 2060 Fund Class B MFJBX
- NAV / 1-Day Return 19.97 / +0.55 %
- Total Assets 272.2M
-
Adj. Expense Ratio
1.540%
- Expense Ratio 0.250%
- Distribution Fee Level Low
- Share Class Type Deferred Load
- Category Target-Date 2060
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Closed
- TTM Yield 1.84%
- Turnover 18%
USD | NAV as of Sep 12, 2026 | 1-Day Return as of Sep 12, 2026, 12:14 AM GMT+0
Morningstar’s Analysis MFJBX
Will MFJBX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 62.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
MFS Blended Research Intl Eq R6 | 11.35 | 31M | — |
MFS Blended Research Mid Cap Eq R6 | 9.99 | 27M | — |
MFS Value R6 | 5.51 | 15M | — |
MFS Blended Research Value Equity R6 | 5.51 | 15M | — |
MFS Global Real Estate R6 | 5.31 | 15M | — |
MFS Commodity Strategy R6 | 5.16 | 14M | — |
MFS Growth R6 | 5.07 | 14M | — |
MFS Blended Research Growth Eq R6 | 5.07 | 14M | — |
MFS Mid Cap Value R6 | 4.99 | 14M | — |
MFS Mid Cap Growth R6 | 4.93 | 14M | — |
United States