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Mfs Lifetime 2060 Fund - Class I: (MF: MFJIX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:51 PM ET

$17.86 USD

-0.01 (-0.06%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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NA

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 5.80 13
3 months 6.44 16
6 months 9.53 37
1 Year 19.56 32
3 Year 16.19 30
5 Year 10.03 15
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 16.13
5 Year 9.28
10 Year NA
Since Inception 10.75

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.12 8.86 5.03 1.69
2024 7.55 0.62 6.92 -2.15
2023 4.84 4.48 -3.45 10.49
2022 -5.39 -13.18 -6.12 9.27
2021 5.42 7.55 0.00 6.19

Annual Return

2026202520242023202220212020201920182017
% Total Return 5.8016.1313.2216.85-15.7420.4113.4526.95-7.9221.26
% Total Return Rel to Index 1.98-2.08-11.79-9.392.46-8.27-4.94-4.53-3.53-0.53
% Total Return Rel to Peer 1.181.623.303.69-2.778.902.779.75-1.437.80
% Perf Quintile vs Peer* 1.002.000.002.003.001.003.001.004.001.00
% Dividends 0.000.430.400.230.310.810.170.230.250.24
% Yield 0.002.222.322.622.184.631.101.652.301.98
Capital Gains ($) 0.000.710.260.240.390.210.080.130.050.05
Expense Ratio 0.000.290.360.000.000.000.000.000.000.00

* 1 = Top 20%, 5 = Bottom 20%