Current Market Value 218,551,537
Current Holdings 24
Most Recent File Date 2025-06-24
Total Filings on Record 23
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by MFJAX - MFS Lifetime 2060 Fund A . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-06-24 2025-04-30 NPORT-P 24 218,552
2025-03-27 2025-01-31 NPORT-P 24 217,632
2024-12-26 2024-10-31 NPORT-P 24 205,082
2024-09-24 2024-07-31 NPORT-P 24 205,776
2024-06-24 2024-04-30 NPORT-P 24 192,533
2024-03-26 2024-01-31 NPORT-P 24 173,923
2023-12-26 2023-10-31 NPORT-P 24 143,210
2023-09-25 2023-07-31 NPORT-P 24 145,348
2023-06-26 2023-04-30 NPORT-P 24 126,001
2023-03-27 2023-01-31 NPORT-P 24 107,455
2022-12-23 2022-10-31 NPORT-P 24 92,835
2022-09-26 2022-07-31 NPORT-P 24 87,201
2022-06-23 2022-04-30 NPORT-P 24 78,942
2022-03-25 2022-01-31 NPORT-P 24 74,910
2021-12-23 2021-10-31 NPORT-P 24 69,367
2021-09-23 2021-07-31 NPORT-P 24 63,132
2021-06-23 2021-04-30 NPORT-P 24 59,777
2021-03-26 2021-01-31 NPORT-P 24 46,830
2020-12-23 2020-10-31 NPORT-P 24 37,054
2020-09-23 2020-07-31 NPORT-P 23 32,971
2020-06-23 2020-04-30 NPORT-P 24 24,028
2020-03-25 2020-01-31 NPORT-P 24 21,500
2019-12-20 2019-10-31 NPORT-P 24 16,744