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 C MFJCX
- NAV / 1-Day Return 19.27 / +1.00 %
- Total Assets 276.5M
-
Adj. Expense Ratio
1.570%
- Expense Ratio 1.000%
- Distribution Fee Level Above Average
- Share Class Type Level Load
- Category Target-Date 2060
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 1.34%
- Turnover 18%
USD | NAV as of Jun 16, 2026 | 1-Day Return as of Jun 16, 2026, 12:11 AM GMT+0
Morningstar’s Analysis MFJCX
Will MFJCX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the MFJCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of MFJCX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 62.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
MFS Blended Research Intl Eq R6 | 11.11 | 30M | — |
MFS Blended Research Mid Cap Eq R6 | 10.01 | 27M | — |
MFS Blended Research Value Equity R6 | 5.51 | 15M | — |
MFS Value R6 | 5.44 | 15M | — |
MFS Growth R6 | 5.24 | 14M | — |
MFS Blended Research Growth Eq R6 | 5.20 | 14M | — |
MFS Mid Cap Growth R6 | 5.01 | 14M | — |
MFS Global Real Estate R6 | 5.00 | 14M | — |
MFS Commodity Strategy R6 | 5.00 | 14M | — |
MFS Mid Cap Value R6 | 4.95 | 13M | — |
United States