MFS Lifetime 2060 Fund Class B
MFJBX
NASDAQ
| Weiss Ratings | MFJBX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | MFJBX-NASDAQ | Click to Compare |
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| Provider | MFS | |||
| Manager/Tenure (Years) | Natalie I. Shapiro (6), Ben Nastou (1), Erich Shigley (1) | |||
| Website | http://www.mfs.com | |||
| Fund Information | MFJBX-NASDAQ | Click to Compare |
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| Fund Name | MFS Lifetime 2060 Fund Class B | |||
| Category | Target-Date 2060 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Dec 06, 2016 | |||
| Open/Closed To New Investors | Closed | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | 0.04 | |||
| Dividends and Shares | MFJBX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.77% | |||
| Dividend | MFJBX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.29% | |||
| Asset Allocation | MFJBX-NASDAQ | Click to Compare |
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| Cash | -1.99% | |||
| Stock | 87.85% | |||
| U.S. Stock | 57.77% | |||
| Non-U.S. Stock | 30.08% | |||
| Bond | 9.09% | |||
| U.S. Bond | 8.06% | |||
| Non-U.S. Bond | 1.03% | |||
| Preferred | 0.05% | |||
| Convertible | 0.00% | |||
| Other Net | 5.00% | |||
| Price History | MFJBX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.60% | |||
| 30-Day Total Return | 1.29% | |||
| 60-Day Total Return | 4.84% | |||
| 90-Day Total Return | 6.90% | |||
| Year to Date Total Return | 10.92% | |||
| 1-Year Total Return | 11.78% | |||
| 2-Year Total Return | 34.76% | |||
| 3-Year Total Return | 36.24% | |||
| 5-Year Total Return | 61.76% | |||
| Price | MFJBX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | MFJBX-NASDAQ | Click to Compare |
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| Nav | $17.97 | |||
| 1-Month Low NAV | $17.49 | |||
| 1-Month High NAV | $18.08 | |||
| 52-Week Low NAV | $14.54 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $18.08 | |||
| 52-Week High Price (Date) | Aug 13, 2025 | |||
| Beta / Standard Deviation | MFJBX-NASDAQ | Click to Compare |
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| Beta | 0.88 | |||
| Standard Deviation | 13.95 | |||
| Balance Sheet | MFJBX-NASDAQ | Click to Compare |
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| Total Assets | 239.28M | |||
| Operating Ratios | MFJBX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.58% | |||
| Turnover Ratio | 18.00% | |||
| Performance | MFJBX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 13.31% | |||
| Last Bear Market Total Return | -13.42% | |||