Nasdaq - Delayed Quote USD

MFS Lifetime 2060 R6 (MFJKX)

16.92
-0.01
(-0.06%)
At close: May 23 at 8:01:36 PM EDT
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  • Previous Close 16.93
  • YTD Return -0.12%
  • Expense Ratio 0.44%
  • Category Target-Date 2060+
  • Last Cap Gain 9.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 218.57M
  • Beta (5Y Monthly) 1.23
  • Yield 2.58%
  • 5y Average Return --
  • Holdings Turnover 7.00%
  • Last Dividend 0.43
  • Inception Date Dec 6, 2016

The fund is designed to provide diversification among different asset classes for investors with the approximate retirement year in 2060. MFS invests substantially all of the fund's assets in other MFS mutual funds, referred to as underlying funds.

MFS

Fund Family

Target-Date 2060+

Fund Category

218.57M

Net Assets

2016-12-06

Inception Date

More about MFS Lifetime 2060 R6

Performance Overview: MFJKX

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Trailing returns as of 5/23/2025. Category is Target-Date 2060+.

YTD Return

MFJKX
0.12%
Category
6.10%
 

1-Year Return

MFJKX
9.05%
Category
14.41%
 

3-Year Return

MFJKX
8.00%
Category
4.94%
 

5-Year Return

MFJKX
12.07%
Category
9.53%
 

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Holdings: MFJKX

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Sector Weightings

SectorMFJKX
Technology   18.04%
Financial Services   17.85%
Industrials   12.63%
Healthcare   10.23%
Real Estate   8.77%
Consumer Cyclical   8.21%
Consumer Defensive   6.11%
Communication Services   5.95%
Basic Materials   4.69%
Energy   4.18%
Utilities   3.34%
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Recent News: MFJKX

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Research Reports: MFJKX

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