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 (8), Ben Nastou (3), Erich Shigley (3) | |||
| 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 | 1.84% | |||
| Dividend | MFJBX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.93% | |||
| Asset Allocation | MFJBX-NASDAQ | Click to Compare |
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| Cash | -0.44% | |||
| Stock | 88.38% | |||
| U.S. Stock | 57.76% | |||
| Non-U.S. Stock | 30.62% | |||
| Bond | 10.10% | |||
| U.S. Bond | 8.88% | |||
| Non-U.S. Bond | 1.22% | |||
| Preferred | 0.06% | |||
| Convertible | 0.00% | |||
| Other Net | 1.90% | |||
| Price History | MFJBX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.85% | |||
| 30-Day Total Return | -1.93% | |||
| 60-Day Total Return | 1.53% | |||
| 90-Day Total Return | 1.22% | |||
| Year to Date Total Return | 11.92% | |||
| 1-Year Total Return | 13.83% | |||
| 2-Year Total Return | 27.64% | |||
| 3-Year Total Return | 56.26% | |||
| 5-Year Total Return | 45.67% | |||
| 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 | $19.80 | |||
| 1-Month Low NAV | $19.70 | |||
| 1-Month High NAV | $20.31 | |||
| 52-Week Low NAV | $17.21 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $20.39 | |||
| 52-Week High Price (Date) | Aug 14, 2026 | |||
| Beta / Standard Deviation | MFJBX-NASDAQ | Click to Compare |
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| Beta | 0.77 | |||
| Standard Deviation | 10.98 | |||
| Balance Sheet | MFJBX-NASDAQ | Click to Compare |
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| Total Assets | 281.73M | |||
| Operating Ratios | MFJBX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.54% | |||
| Turnover Ratio | 18.00% | |||
| Performance | MFJBX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 22.87% | |||
| Last Bear Market Total Return | -13.42% | |||