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MFJGX
Mutual Fund ticker: NASDAQ
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NET ASSETS

MFS Lifetime 2060 R2 (MFJGX) Ownership - Who owns MFS Lifetime 2060 R2?

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... Show more

Profile

Category
Target-Date 2060
Address
Mfs Series Trust XII111 Huntington Avenue 24th FloorBoston
Phone
1-800-637-2929
Web
http://www.mfs.com

Details

Group
Balanced Funds
Category
Target Date 2050+
Total Expense Ratio
1.08
Min. Initial Investment
N/A
Fund Existence
almost 9 years
Turnover
18.00
Front Load
N/A
Net Assets
255431150.00
Manager Tenure
N/A

Fundamentals

MFJGX
Net Assets
255M
Fund Existence
almost 9 years
Turnover
18.00
Total Expense Ratio
1.08
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
0
Min. Initial Investment IRA
N/A
Morningstar Category
Target-Date 2060
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.43
Assets in Top Ten Holdings
115M
Average Credit Quality
12
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
Yes
Fund Share Class Net Assets
4.73M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.00
Modified Duration
N/A
No Load Fund
No
Number of Long Holdings
24.00
Number of Net Holdings
24.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
0.58
Weighting Top Ten Holdings
62.45%
Gain YTD
13.586
Annual Yield % from dividends
1.80
Returns for 1 year
11.62
Returns for 3 years
42.33
Returns for 5 years
55.01
Returns for 10 years
N/A
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These past five trading days, the mutual fund lost 0.00%.
A.I. Advisor
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General Information

Category

Profile
Fundamentals
Details
Category
Target-Date 2060
Address
Mfs Series Trust XII111 Huntington Avenue 24th FloorBoston
Phone
1-800-637-2929
Web
http://www.mfs.com