MFS Lifetime 2060 Fund Class C
MFJCX
NASDAQ
| Weiss Ratings | MFJCX-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 | MFJCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | MFS | |||
| Manager/Tenure (Years) | Natalie I. Shapiro (6), Benjamin R. Nastou (1), Erich Shigley (1) | |||
| Website | http://www.mfs.com | |||
| Fund Information | MFJCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | MFS Lifetime 2060 Fund Class C | |||
| Category | Target-Date 2060 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Dec 06, 2016 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | 0.01 | |||
| Dividends and Shares | MFJCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 1.45% | |||
| Dividend | MFJCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 2.42% | |||
| Asset Allocation | MFJCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.70% | |||
| Stock | 86.79% | |||
| U.S. Stock | 56.85% | |||
| Non-U.S. Stock | 29.94% | |||
| Bond | 8.38% | |||
| U.S. Bond | 7.42% | |||
| Non-U.S. Bond | 0.96% | |||
| Preferred | 0.07% | |||
| Convertible | 0.00% | |||
| Other Net | 4.05% | |||
| Price History | MFJCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 1.45% | |||
| 30-Day Total Return | 3.64% | |||
| 60-Day Total Return | 8.12% | |||
| 90-Day Total Return | 3.97% | |||
| Year to Date Total Return | 4.88% | |||
| 1-Year Total Return | 9.51% | |||
| 2-Year Total Return | 28.26% | |||
| 3-Year Total Return | 27.50% | |||
| 5-Year Total Return | 61.94% | |||
| Price | MFJCX-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 | MFJCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $16.76 | |||
| 1-Month Low NAV | $16.10 | |||
| 1-Month High NAV | $16.78 | |||
| 52-Week Low NAV | $14.32 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $17.25 | |||
| 52-Week High Price (Date) | Dec 04, 2024 | |||
| Beta / Standard Deviation | MFJCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | -- | |||
| Standard Deviation | 15.26 | |||
| Balance Sheet | MFJCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 228.96M | |||
| Operating Ratios | MFJCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.58% | |||
| Turnover Ratio | 7.00% | |||
| Performance | MFJCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 12.82% | |||
| Last Bear Market Total Return | -13.39% | |||