MFJAX : MFS Lifetime 2060 Fund Class A

MFJAX is a Allocation Market Target-Date with LOW fees.

MFJAX

MFS Lifetime 2060 Fund Class A

FI Score

51 /100

Expense Ratio Rating

8 /10

Expense Rating

8 /10

Market Score

1 /10

Category Score

5 /10

Market Size

1 /10

51% FI Score
  • mfjax
  • Mutual Fund
  • Allocation
  • Target-Date

MFS Lifetime 2060 Fund Class A

Expenses: 0.20% (Better than 1% of similar funds)

This is an OK choice for a Target-Date Allocation fund. See why ยป

Fund Summary

The investment seeks a high level of total return consistent with its asset allocation until the approximate retirement year in 2060; thereafter, the fund will seek total return through a combination of current income and capital appreciation. The fund is designed to provide diversification among different asset classes for investors with the approximate retirement year in 2060. It invests substantially all of the fund's assets in other MFS mutual funds, referred to as underlying funds.

Largest Holdings

Amount Holding
10.98% MFS Blended Research Intl Eq R6
10.12% MFS Blended Research Mid Cap Eq R6
6.03% MFS Blended Research Growth Eq R6
6.02% MFS Growth R6
5.98% MFS Blended Research Value Equity R6
5.98% MFS Value R6
5.06% MFS Mid Cap Value R6
5.03% MFS Commodity Strategy R6
5.01% MFS Global Real Estate R6
5.00% MFS Mid Cap Growth R6
4.00% MFS International New Discovery R6
4.00% MFS Blended Research Core Equity R6
4.00% MFS Research R6
4.00% MFS Research International R6
3.50% MFS International Growth R6
3.49% MFS International Intrinsic Value R6
2.60% MFS Blended Research Small Cap Eq R6
2.50% MFS Total Return Bond R6
2.49% MFS Inflation-Adjusted Bond R6
1.32% MFS New Discovery Value R6
1.27% MFS New Discovery R6
1.00% MFS Emerging Markets Equity R6
1.00% MFS Blended Research Em Mkts Eq R6

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