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Mfs Lifetime 2060 Fund - Class R4: (MF: MFJUX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:50 PM ET

$17.86 USD

0.00 (NA)

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 6.42 16
6 months 9.51 38
1 Year 19.54 32
3 Year 16.20 29
5 Year 10.01 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 16.10
5 Year 9.26
10 Year NA
Since Inception 10.74

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.12 8.86 5.03 1.66
2024 7.56 0.62 6.92 -2.17
2023 4.85 4.48 -3.52 10.53
2022 -5.39 -13.19 -6.12 9.29
2021 5.43 7.56 -0.06 6.22

Annual Return

2026202520242023202220212020201920182017
% Total Return 5.8016.1013.2016.82-15.7420.3813.5026.79-7.8821.27
% Total Return Rel to Index 2.04-2.11-11.81-9.422.45-8.29-4.89-4.69-3.49-0.52
% Total Return Rel to Peer 1.241.603.293.66-2.788.872.829.60-1.397.81
% Perf Quintile vs Peer* 1.002.000.002.003.001.003.001.004.001.00
% Dividends 0.000.420.400.220.310.790.170.230.260.00
% Yield 0.002.202.302.592.194.501.101.682.340.00
Capital Gains ($) 0.000.710.260.240.390.220.090.130.050.30
Expense Ratio 0.000.290.360.450.550.830.611.890.000.00

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