Morningstar

MFS Lifetime 2060 I MFJIX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 17.31  /  +0.93 %
  • Total Assets 206.6 Mil
  • Adj. Expense Ratio
    0.580%
  • Expense Ratio 0.580%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Target-Date 2060
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.36%
  • Turnover 14%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis MFJIX

Will MFJIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MFJIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MFJIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MFJIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A beneficiary of the firm's breadth and depth of resources.

Analyst Hyunmin Kim

Hyunmin Kim

Analyst

Summary

The MFS Lifetime target-date series benefits from the firm’s well-regarded active management, and the allocators have faithfully carried out its long-term strategy, which is competitive with industry peers.

by Hyunmin Kim
Rated on Published on

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Portfolio Holdings MFJIX

More MFJIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 62.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MFS Blended Research Intl Eq R6

11.02 22.4 Mil
—

MFS Blended Research Mid Cap Eq R6

10.09 20.5 Mil
—

MFS Value R6

5.55 11.3 Mil
—

MFS Blended Research Value Equity R6

5.53 11.2 Mil
—

MFS Blended Research Growth Eq R6

5.12 10.4 Mil
—

MFS Growth R6

5.12 10.4 Mil
—

MFS Mid Cap Value R6

5.03 10.2 Mil
—

MFS Global Real Estate R6

5.02 10.2 Mil
—

MFS Mid Cap Growth R6

5.01 10.2 Mil
—

MFS Commodity Strategy R6

4.98 10.1 Mil
—

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