MFJGX

About MFJGX

MFS Lifetime 2060 Fund R2 Shares is a target-date mutual fund designed for investors planning to retire around 2060. Its primary purpose is to deliver a high level of total return aligned with a long-dated retirement horizon, emphasizing capital growth in the early years and gradually shifting toward income and capital preservation as the target date approaches, following a progressive glide path. The fund invests primarily in a diversified mix of underlying MFS funds across equities and fixed income, offering disciplined, actively managed risk and automatic rebalancing within a single, professionally allocated portfolio. For distant vintages, the series maintains a notably high equity allocation to pursue long-term growth, with exposure that broadens across global sectors and asset classes before becoming more conservative over time. The strategy benchmarks itself to a broad U.S. equity market measure and incorporates quantitative and fundamental inputs from MFS to calibrate allocations and manage risk throughout the life cycle of the fund. This structure positions the fund as a core, set-it-and-monitor solution within defined contribution plans and retirement-focused accounts.