MFJTX Mutual Fund Quote

Mutual Funds . USA . 
Fund . MFS LIFETIME 2060
MFJTX Fund  USD 13.25  0.16  1.19%   

Market Performance

2 of 100

Odds Of Distress

Less than 25

MFS LIFETIME is trading at 13.25 as of the 23rd of March 2023; that is -1.19% down since the beginning of the trading day. The fund's open price was 13.41. MFS LIFETIME has about a 25 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for MFS LIFETIME 2060 are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 21st of February 2023 and ending today, the 23rd of March 2023. Click here to learn more.
ISIN
US55279J4601
The investment seeks a high level of total return consistent with its asset allocation until the approximate retirement year in 2060 thereafter, the fund will seek total return through a combination of current income and capital appreciation. MFS Lifetime is traded on NASDAQ Exchange in the United States.. More on MFS LIFETIME 2060

Moving together with MFS LIFETIME

+0.85FCKTXAMERICAN FUNDS 2060PairCorr
+0.85AANTXAMERICAN FUNDS 2060PairCorr
+0.91RDKTXAMERICAN FUNDS 2060PairCorr
+0.92CCKTXAMERICAN FUNDS 2060PairCorr
+0.85FBKTXAMERICAN FUNDS 2060PairCorr
+0.86RANTXAMERICAN FUNDS 2060PairCorr
+0.91RCNTXAMERICAN FUNDS 2060PairCorr
+0.9REMTXAMERICAN FUNDS 2060PairCorr
+0.86RBENXAMERICAN FUNDS 2060PairCorr

MFS LIFETIME Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. MFS LIFETIME's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding MFS LIFETIME or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Thematic IdeaCommodities (view all)
Build Portfolio
Fama & French Classification
Commodities
Build Portfolio
Macroaxis Advice
The buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of MFS LIFETIME's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong SellOvervalued
Startdate6th of December 2016
MFS LIFETIME 2060 [MFJTX] is traded in USA and was established 23rd of March 2023. The fund is listed under Target-Date 2060+ category and is part of MFS family. The entity is thematically classified as Commodities. MFS LIFETIME 2060 now has accumulated 86.85 M in assets with no minimum investment requirements, while the total return for the last 3 years was 5.35%.
Check MFS LIFETIME Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on MFJTX Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding MFJTX Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as MFS LIFETIME 2060 Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top MFS LIFETIME 2060 Mutual Fund Constituents

BMSYXMFS BLENDED RESEARCHMutual FundMid-Cap Blend
BRUNXMFS BLENDED RESEARCHMutual FundLarge Value
BRWVXMFS BLENDED RESEARCHMutual FundLarge Growth
BRXVXMFS BLENDED RESEARCHMutual FundForeign Large Blend
MCSRXMFS COMMODITY STRATEGYMutual FundCommodities Broad Basket
MEIKXMFS VALUE FUNDMutual FundLarge Value
MFEKXMFS GROWTH FUNDMutual FundLarge Growth
More Details

MFS LIFETIME Target Price Odds Analysis

Based on a normal probability distribution, the odds of MFS LIFETIME jumping above the current price in 90 days from now is about 83.45%. The MFS LIFETIME 2060 probability density function shows the probability of MFS LIFETIME mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon MFS LIFETIME 2060 has a beta of -0.3484. This indicates as returns on benchmark increase, returns on holding MFS LIFETIME are expected to decrease at a much lower rate. During the bear market, however, MFS LIFETIME 2060 is likely to outperform the market. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. MFS LIFETIME 2060 is significantly underperforming NYSE Composite.
  Odds Below 13.25HorizonTargetOdds Above 13.25
16.29%90 days
 13.25 
83.45%
Based on a normal probability distribution, the odds of MFS LIFETIME to move above the current price in 90 days from now is about 83.45 (This MFS LIFETIME 2060 probability density function shows the probability of MFJTX Mutual Fund to fall within a particular range of prices over 90 days) .

MFS LIFETIME 2060 Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. MFS LIFETIME market risk premium is the additional return an investor will receive from holding MFS LIFETIME long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in MFS LIFETIME. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although MFS LIFETIME's alpha and beta are two of the key measurements used to evaluate MFS LIFETIME's performance over the market, the standard measures of volatility play an important role as well.
Mean Deviation0.9106
Standard Deviation1.34
Variance1.78
Risk Adjusted Performance3.0E-4

MFS LIFETIME Against Markets

Picking the right benchmark for MFS LIFETIME mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in MFS LIFETIME mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for MFS LIFETIME is critical whether you are bullish or bearish towards MFS LIFETIME 2060 at a given time.
 Competition   Compare Correlations

Be your own money manager

Our tools can tell you how much better you can do entering a position in MFS LIFETIME without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

Did you try this?

Run Global Correlations Now

   

Global Correlations

Find global opportunities by holding instruments from different markets
All  Next Launch Module

How to buy MFJTX Mutual Fund?

Before investing in MFS LIFETIME, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in MFS LIFETIME. To buy MFS LIFETIME fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of MFS LIFETIME. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase MFS LIFETIME fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located MFS LIFETIME 2060 fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased MFS LIFETIME 2060 fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as MFS LIFETIME 2060, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in MFS LIFETIME 2060?

The danger of trading MFS LIFETIME 2060 is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of MFS LIFETIME is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than MFS LIFETIME. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile MFS LIFETIME 2060 is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Correlation Analysis. You can also try Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .

Complementary Tools for analysis

When running MFS LIFETIME 2060 price analysis, check to measure MFS LIFETIME's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy MFS LIFETIME is operating at the current time. Most of MFS LIFETIME's value examination focuses on studying past and present price action to predict the probability of MFS LIFETIME's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move MFS LIFETIME's price. Additionally, you may evaluate how the addition of MFS LIFETIME to your portfolios can decrease your overall portfolio volatility.
Portfolio Optimization
Compute new portfolio that will generate highest expected return given your specified tolerance for risk
Aroon Oscillator
Analyze current equity momentum using Aroon Oscillator and other momentum ratios
Portfolio Suggestion
Get suggestions outside of your existing asset allocation including your own model portfolios
Portfolio Anywhere
Track or share privately all of your investments from the convenience of any device
Money Managers
Screen money managers from public funds and ETFs managed around the world
Volatility Analysis
Get historical volatility and risk analysis based on latest market data
Piotroski F Score
Get Piotroski F Score based on binary analysis strategy of nine different fundamentals
Premium Stories
Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope
Competition Analyzer
Analyze and compare many basic indicators for a group of related or unrelated entities
Price Transformation
Use Price Transformation models to analyze depth of different equity instruments across global markets
Stock Tickers
Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites
Financial
Analysis
Details
Buy or Sell
Advice
Details
Technical
Analysis
Details
Please note, there is a significant difference between MFS LIFETIME's value and its price as these two are different measures arrived at by different means. Investors typically determine MFS LIFETIME value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, MFS LIFETIME's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions
 
Feedback Blog
Made with optimal in San Francisco
2023 Macroaxis LLC
COMMON DESTINATIONS
MAIN CATEGORIES
COMPANY