MFS Lifetime 2060 Fund A (MFJAX)
18.62
+0.05
(+0.27%)
USD |
Dec 04 2025
MFJAX Asset Allocations & Exposures
Asset Allocation
As of October 31, 2025.
| Type | % Net |
|---|---|
| Cash | 3.35% |
| Stock | 87.31% |
| Bond | 8.90% |
| Convertible | 0.00% |
| Preferred | 0.07% |
| Other | 0.36% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 68.05% |
|---|---|
|
North America
|
66.22% |
| Canada | 2.25% |
| United States | 63.97% |
|
Latin America
|
1.83% |
| Brazil | 0.55% |
| Chile | 0.01% |
| Mexico | 0.19% |
| Peru | 0.15% |
As of October 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 18.35% |
|---|---|
| United Kingdom | 4.86% |
|
Europe Developed
|
12.96% |
| Austria | 0.14% |
| Denmark | 0.30% |
| Finland | 0.06% |
| France | 2.64% |
| Germany | 1.71% |
| Greece | 0.20% |
| Ireland | 2.17% |
| Italy | 0.34% |
| Netherlands | 1.42% |
| Norway | 0.06% |
| Portugal | 0.12% |
| Spain | 0.49% |
| Sweden | 0.28% |
| Switzerland | 2.26% |
|
Europe Emerging
|
0.09% |
| Czech Republic | 0.01% |
| Poland | 0.01% |
| Russia | 0.00% |
| Turkey | 0.02% |
|
Africa And Middle East
|
0.44% |
| Israel | 0.13% |
| Qatar | 0.01% |
| Saudi Arabia | 0.06% |
| South Africa | 0.09% |
| United Arab Emirates | 0.14% |
| Greater Asia | 13.13% |
|---|---|
| Japan | 4.79% |
|
Australasia
|
1.34% |
| Australia | 1.29% |
|
Asia Developed
|
4.25% |
| Hong Kong | 1.07% |
| Singapore | 0.39% |
| South Korea | 1.07% |
| Taiwan | 1.64% |
|
Asia Emerging
|
2.74% |
| China | 1.51% |
| India | 0.91% |
| Indonesia | 0.16% |
| Malaysia | 0.00% |
| Philippines | 0.03% |
| Thailand | 0.13% |
| Unidentified Region | 0.47% |
|---|
Bond Credit Quality Exposure
| AAA | 7.02% |
| AA | 54.79% |
| A | 9.46% |
| BBB | 18.27% |
| BB | 2.05% |
| B | 0.34% |
| Below B | 0.00% |
| CCC | 0.00% |
| CC | 0.00% |
| C | 0.00% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.00% |
| Not Rated | 4.07% |
| Not Available | 3.99% |
| Short Term | 0.00% |
As of October 31, 2025
Stock Sector Exposure
| Cyclical |
|
35.42% |
| Materials |
|
4.14% |
| Consumer Discretionary |
|
8.72% |
| Financials |
|
15.25% |
| Real Estate |
|
7.32% |
| Sensitive |
|
38.82% |
| Communication Services |
|
5.79% |
| Energy |
|
3.45% |
| Industrials |
|
12.16% |
| Information Technology |
|
17.42% |
| Defensive |
|
15.65% |
| Consumer Staples |
|
4.20% |
| Health Care |
|
8.24% |
| Utilities |
|
3.22% |
| Not Classified |
|
10.11% |
| Non Classified Equity |
|
0.24% |
| Not Classified - Non Equity |
|
9.87% |
As of October 31, 2025
Bond Sector Exposure
As of October 31, 2025
| Type | % Net |
|---|---|
| Government | 50.10% |
| Corporate | 29.10% |
| Securitized | 19.99% |
| Municipal | 0.35% |
| Other | 0.46% |
Bond Maturity Exposure
| Short Term |
|
17.80% |
| Less than 1 Year |
|
17.80% |
| Intermediate |
|
58.43% |
| 1 to 3 Years |
|
17.51% |
| 3 to 5 Years |
|
21.25% |
| 5 to 10 Years |
|
19.67% |
| Long Term |
|
23.33% |
| 10 to 20 Years |
|
12.38% |
| 20 to 30 Years |
|
8.43% |
| Over 30 Years |
|
2.52% |
| Other |
|
0.44% |
As of October 31, 2025