MFS Lifetime 2060 Fund Class B
MFJBX
NASDAQ
| Weiss Ratings | MFJBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | MFJBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| Dividend Yield | 1.89% | |||
| Dividend | MFJBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.96% | |||
| Asset Allocation | MFJBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.48% | |||
| Stock | 88.42% | |||
| U.S. Stock | 57.76% | |||
| Non-U.S. Stock | 30.66% | |||
| Bond | 9.39% | |||
| U.S. Bond | 8.22% | |||
| Non-U.S. Bond | 1.17% | |||
| Preferred | 0.06% | |||
| Convertible | 0.00% | |||
| Other Net | 1.65% | |||
| Price History | MFJBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -0.50% | |||
| 30-Day Total Return | -1.54% | |||
| 60-Day Total Return | -0.70% | |||
| 90-Day Total Return | 0.81% | |||
| Year to Date Total Return | 11.58% | |||
| 1-Year Total Return | 12.75% | |||
| 2-Year Total Return | 27.41% | |||
| 3-Year Total Return | 63.99% | |||
| 5-Year Total Return | 47.70% | |||
| Price | MFJBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| Nav | $19.74 | |||
| 1-Month Low NAV | $19.61 | |||
| 1-Month High NAV | $20.24 | |||
| 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 |
Click to Compare |
Click to Compare |
| Beta | 0.77 | |||
| Standard Deviation | 10.71 | |||
| Balance Sheet | MFJBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 260.34M | |||
| Operating Ratios | MFJBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.54% | |||
| Turnover Ratio | 15.00% | |||
| Performance | MFJBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 22.87% | |||
| Last Bear Market Total Return | -13.42% | |||