MFS Lifetime 2060 Fund Class R4
MFJUX
NASDAQ
| Weiss Ratings | MFJUX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B | |||
| Company Info | MFJUX-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 | MFJUX-NASDAQ | Click to Compare |
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| Fund Name | MFS Lifetime 2060 Fund Class R4 | |||
| 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 | MFJUX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.05% | |||
| Dividend | MFJUX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.93% | |||
| Asset Allocation | MFJUX-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 | MFJUX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.79% | |||
| 30-Day Total Return | -1.92% | |||
| 60-Day Total Return | 1.63% | |||
| 90-Day Total Return | 1.32% | |||
| Year to Date Total Return | 12.16% | |||
| 1-Year Total Return | 14.09% | |||
| 2-Year Total Return | 28.28% | |||
| 3-Year Total Return | 58.10% | |||
| 5-Year Total Return | 50.46% | |||
| Price | MFJUX-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 | MFJUX-NASDAQ | Click to Compare |
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| Nav | $19.91 | |||
| 1-Month Low NAV | $19.81 | |||
| 1-Month High NAV | $20.41 | |||
| 52-Week Low NAV | $17.28 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $20.49 | |||
| 52-Week High Price (Date) | Aug 14, 2026 | |||
| Beta / Standard Deviation | MFJUX-NASDAQ | Click to Compare |
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| Beta | 0.77 | |||
| Standard Deviation | 11.00 | |||
| Balance Sheet | MFJUX-NASDAQ | Click to Compare |
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| Total Assets | 281.73M | |||
| Operating Ratios | MFJUX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.54% | |||
| Turnover Ratio | 18.00% | |||
| Performance | MFJUX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 23.07% | |||
| Last Bear Market Total Return | -13.19% | |||