MFS Lifetime 2060 Fund Class I
MFJIX
NASDAQ
| Weiss Ratings | MFJIX-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 | MFJIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | MFS | |||
| Manager/Tenure (Years) | Natalie I. Shapiro (6), Ben Nastou (1), Erich Shigley (1) | |||
| Website | http://www.mfs.com | |||
| Fund Information | MFJIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | MFS Lifetime 2060 Fund Class I | |||
| 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 | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | MFJIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 2.25% | |||
| Dividend | MFJIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 2.29% | |||
| Asset Allocation | MFJIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | MFJIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -0.60% | |||
| 30-Day Total Return | 1.34% | |||
| 60-Day Total Return | 4.87% | |||
| 90-Day Total Return | 6.98% | |||
| Year to Date Total Return | 11.06% | |||
| 1-Year Total Return | 12.02% | |||
| 2-Year Total Return | 36.20% | |||
| 3-Year Total Return | 39.04% | |||
| 5-Year Total Return | 68.49% | |||
| Price | MFJIX-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 | MFJIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $18.07 | |||
| 1-Month Low NAV | $17.58 | |||
| 1-Month High NAV | $18.18 | |||
| 52-Week Low NAV | $14.61 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $18.18 | |||
| 52-Week High Price (Date) | Aug 13, 2025 | |||
| Beta / Standard Deviation | MFJIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.88 | |||
| Standard Deviation | 13.95 | |||
| Balance Sheet | MFJIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 239.28M | |||
| Operating Ratios | MFJIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.58% | |||
| Turnover Ratio | 18.00% | |||
| Performance | MFJIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 13.47% | |||
| Last Bear Market Total Return | -13.18% | |||