MFJEX — MFS Lifetime 2060 Fund
Data updated: 2026-07-13
MFJEX — MFS Lifetime 2060 Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. Target Date / Glide Path Allocation · $272.26M AUM · 1.57% expense ratio · 24.4% 1-yr return. From SEC regulatory filings.
MFJEX Fund Overview
MFJEX — MFS Lifetime 2060 Fund is a US mutual fund managed by Mfs Series Trust XII, categorised as Target Date / Glide Path Allocation. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US mutual fund
- Manager: Mfs Series Trust XII
- Category: Target Date / Glide Path Allocation
- Assets under management: $272.26M
- 1-year return: 24.4%
- Ticker: MFJEX
- SEC CIK: 0001330967
- SEC series ID: S000055287
- Share class ID: C000173919
MFJEX Holdings
Top 10 holdings of MFS Lifetime 2060 Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| MFS Blended Research International Equity Fund | 11.11% |
| MFS Blended Research Mid Cap Equity Fund | 10.04% |
| MFS Blended Research Value Equity Fund | 5.52% |
| MFS Value Fund | 5.45% |
| MFS Growth Fund | 5.31% |
| MFS Blended Research Growth Equity Fund | 5.25% |
| MFS Mid Cap Growth Fund | 5.02% |
| MFS Global Real Estate Fund | 5.01% |
| MFS Commodity Strategy Fund | 5.01% |
| MFS Mid Cap Value Fund | 4.95% |
MFJEX Portfolio Allocation
Asset-class allocation of MFS Lifetime 2060 Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 100.0% |
MFJEX Performance
Total returns for MFJEX (as of 2026-08-01), from SEC filings.
| Period | Total return |
|---|---|
| YTD | 7.1% |
| 1 year | 24.4% |
| 3 years (annualised) | 15.5% |
| 5 years (annualised) | 8.1% |
MFJEX Risk Information
Risk metrics for MFJEX, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 11.1%
MFJEX Costs and Fees
MFJEX costs about $157 per $10,000 invested per year in fund expenses.
- Net expense ratio: 1.57%
- Gross expense ratio: 1.91%
- Portfolio turnover: 18%
- Brokerage commissions: 0.00 bps of average net assets (SEC N-CEN)
MFJEX Cashflows
Over the 12 months to 2026-04, MFS Lifetime 2060 Fund had net inflows of $15.36M, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-04 | $2.05M |
| 2026-03 | −$5.75M |
| 2026-02 | −$10.38K |
| 2026-01 | −$3.90M |
| 2025-12 | $18.04M |
| 2025-11 | −$713.38K |
MFJEX Debt Constituents
No individual debt constituents are reported in MFS Lifetime 2060 Fund's latest SEC N-PORT filing.
MFJEX Prospectus and SEC Filings
Official MFS Lifetime 2060 Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
Related Funds
Other Target Date / Glide Path Allocation funds tracked on ABC INVEST:
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.