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 R3 MFJTX
- NAV / 1-Day Return 19.49 / −0.51 %
- Total Assets 274.2M
-
Adj. Expense Ratio
0.820%
- Expense Ratio 0.250%
- Distribution Fee Level Below Average
- Share Class Type Retirement, Medium
- Category Target-Date 2060
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 1.92%
- Turnover 18%
USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0
Morningstar’s Analysis MFJTX
Will MFJTX 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 62.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
MFS Blended Research Intl Eq R6 | 11.26 | 31M | — |
MFS Blended Research Mid Cap Eq R6 | 10.06 | 28M | — |
MFS Blended Research Value Equity R6 | 5.50 | 15M | — |
MFS Value R6 | 5.44 | 15M | — |
MFS Blended Research Growth Eq R6 | 5.18 | 14M | — |
MFS Growth R6 | 5.15 | 14M | — |
MFS Mid Cap Growth R6 | 5.05 | 14M | — |
MFS Mid Cap Value R6 | 4.97 | 14M | — |
MFS Global Real Estate R6 | 4.95 | 14M | — |
MFS Commodity Strategy R6 | 4.88 | 13M | — |
United States