MFS Lifetime 2060 Fund R1 (MFJEX)
18.79
-0.11
(-0.58%)
USD |
Apr 28 2026
MFJEX Asset Allocations & Exposures
Asset Allocation
As of March 31, 2026.
| Type | % Net |
|---|---|
| Cash | 2.82% |
| Stock | 87.65% |
| Bond | 9.26% |
| Convertible | 0.00% |
| Preferred | 0.13% |
| Other | 0.14% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 68.27% |
|---|---|
|
North America
|
65.81% |
| Canada | 2.28% |
| United States | 63.52% |
|
Latin America
|
2.47% |
| Brazil | 0.64% |
| Chile | 0.00% |
| Mexico | 0.18% |
| Peru | 0.21% |
As of March 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 17.78% |
|---|---|
| United Kingdom | 4.75% |
|
Europe Developed
|
12.51% |
| Austria | 0.03% |
| Belgium | 0.03% |
| Denmark | 0.28% |
| Finland | 0.08% |
| France | 2.63% |
| Germany | 1.37% |
| Greece | 0.19% |
| Ireland | 2.01% |
| Italy | 0.58% |
| Netherlands | 1.28% |
| Norway | 0.04% |
| Portugal | 0.19% |
| Spain | 0.55% |
| Sweden | 0.32% |
| Switzerland | 2.39% |
|
Europe Emerging
|
0.09% |
| Czech Republic | 0.01% |
| Poland | 0.01% |
| Russia | 0.00% |
| Turkey | 0.03% |
|
Africa And Middle East
|
0.43% |
| Israel | 0.11% |
| Qatar | 0.01% |
| Saudi Arabia | 0.06% |
| South Africa | 0.09% |
| United Arab Emirates | 0.16% |
| Greater Asia | 13.34% |
|---|---|
| Japan | 4.96% |
|
Australasia
|
1.28% |
| Australia | 1.22% |
|
Asia Developed
|
4.62% |
| Hong Kong | 0.87% |
| Singapore | 0.59% |
| South Korea | 1.44% |
| Taiwan | 1.67% |
|
Asia Emerging
|
2.48% |
| China | 1.35% |
| India | 0.79% |
| Indonesia | 0.16% |
| Malaysia | 0.00% |
| Philippines | 0.04% |
| Thailand | 0.14% |
| Unidentified Region | 0.61% |
|---|
Bond Credit Quality Exposure
| AAA | 7.99% |
| AA | 52.69% |
| A | 9.67% |
| BBB | 19.88% |
| BB | 1.58% |
| B | 0.45% |
| Below B | 0.00% |
| CCC | 0.00% |
| CC | 0.00% |
| C | 0.00% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.00% |
| Not Rated | 3.06% |
| Not Available | 4.67% |
| Short Term | 0.00% |
As of March 31, 2026
Stock Sector Exposure
| Cyclical |
|
34.07% |
| Materials |
|
4.63% |
| Consumer Discretionary |
|
8.21% |
| Financials |
|
14.05% |
| Real Estate |
|
7.19% |
| Sensitive |
|
39.12% |
| Communication Services |
|
4.98% |
| Energy |
|
3.90% |
| Industrials |
|
13.34% |
| Information Technology |
|
16.91% |
| Defensive |
|
16.35% |
| Consumer Staples |
|
4.15% |
| Health Care |
|
8.91% |
| Utilities |
|
3.30% |
| Not Classified |
|
10.45% |
| Non Classified Equity |
|
0.18% |
| Not Classified - Non Equity |
|
10.27% |
As of March 31, 2026
Bond Sector Exposure
As of March 31, 2026
| Type | % Net |
|---|---|
| Government | 47.21% |
| Corporate | 30.54% |
| Securitized | 21.41% |
| Municipal | 0.35% |
| Other | 0.48% |
Bond Maturity Exposure
| Short Term |
|
14.52% |
| Less than 1 Year |
|
14.52% |
| Intermediate |
|
60.09% |
| 1 to 3 Years |
|
18.36% |
| 3 to 5 Years |
|
23.30% |
| 5 to 10 Years |
|
18.43% |
| Long Term |
|
24.81% |
| 10 to 20 Years |
|
12.04% |
| 20 to 30 Years |
|
9.33% |
| Over 30 Years |
|
3.44% |
| Other |
|
0.58% |
As of March 31, 2026