MFJGX Holdings — MFS Lifetime 2060 Fund
Data updated: 2026-09-24
MFJGX holds 24 securities. The top 10 make up 62.8% of net assets, led by MFS Blended Research International Equity Fund (11.34%) and MFS Blended Research Mid Cap Equity Fund (9.98%). 99.8% of the portfolio is in United States. No debt holdings are reported.
Holdings cover 99.83% of net asset value (99.78% of total assets; remainder is cash and receivables). As of July 31, 2026 · N-PORT.
MFJGX Portfolio Holdings
24 holdings of MFS Lifetime 2060 Fund by percentage of net assets, from the fund's SEC N-PORT filing as of July 31, 2026.
| Holding | Ticker | Sector | % of net assets | Value (USD) |
|---|---|---|---|---|
| MFS Blended Research International Equity Fund | — | Funds & ETFs | 11.34% | $31.11M |
| MFS Blended Research Mid Cap Equity Fund | — | Funds & ETFs | 9.98% | $27.39M |
| MFS Value Fund | — | Funds & ETFs | 5.51% | $15.12M |
| MFS Blended Research Value Equity Fund | — | Funds & ETFs | 5.51% | $15.11M |
| MFS Global Real Estate Fund | — | Funds & ETFs | 5.27% | $14.45M |
| MFS Commodity Strategy Fund | — | Funds & ETFs | 5.14% | $14.11M |
| MFS Growth Fund | — | Funds & ETFs | 5.06% | $13.87M |
| MFS Blended Research Growth Equity Fund | — | Funds & ETFs | 5.05% | $13.85M |
| MFS Mid Cap Value Fund | — | Funds & ETFs | 4.98% | $13.66M |
| MFS Mid Cap Growth Fund | — | Funds & ETFs | 4.91% | $13.48M |
| MFS Blended Research Core Equity Fund | — | Funds & ETFs | 4.65% | $12.75M |
| MFS Research Fund | — | Funds & ETFs | 4.64% | $12.72M |
| MFS Research International Fund | — | Funds & ETFs | 4.13% | $11.34M |
| MFS International New Discovery Fund | — | Funds & ETFs | 4.10% | $11.24M |
| MFS International Intrinsic Equity Fund | — | Funds & ETFs | 3.61% | $9.90M |
| MFS International Growth Fund | — | Funds & ETFs | 3.59% | $9.85M |
| MFS Blended Research Small Cap Equity Fund | — | Funds & ETFs | 2.48% | $6.81M |
| MFS Inflation Adjusted Bond Fund | — | Funds & ETFs | 2.48% | $6.79M |
| MFS Research Bond Fund | — | Funds & ETFs | 2.47% | $6.78M |
| MFS New Discovery Fund | — | Funds & ETFs | 1.25% | $3.42M |
| MFS New Discovery Value Fund | — | Funds & ETFs | 1.20% | $3.30M |
| MFS Emerging Markets Equity Fund | — | Funds & ETFs | 1.03% | $2.83M |
| MFS Blended Research Emerging Markets Equity Fund | — | Funds & ETFs | 1.02% | $2.80M |
| MFS Institutional Money Market Portfolio | — | Funds & ETFs | 0.42% | $1.16M |
MFJGX Sector Allocation
MFS Lifetime 2060 Fund holdings grouped by sector, by share of the portfolio's market value.
| Sector | Weight | Holdings |
|---|---|---|
| Funds & ETFs | 100.0% | 24 |
MFJGX Country Allocation
Where MFS Lifetime 2060 Fund's holdings are domiciled, by percentage of net assets (largest 1).
| Country | % of net assets |
|---|---|
| United States | 99.8% |
MFJGX 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 | 99.8% |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.