LTMAX Mutual Fund

LTMAX Mutual Fund (MFS Lifetime 2045 Fund Class A) is managed by MFS Investment Management with $40.0M in net assets. LTMAX expense ratio is 0.81%, holding 28 positions across various sectors. Inception date: 2012-11-02.

LTMAX performance shows a YTD return of 9.94%. The 1-year return is 17.17% and the 5-year return is 8.03%. LTMAX dividend yield stands at 6.72%, paid annually.

LTMAX top holdings include Mfs Blended Research International Equity Fund (10.1%), Mfs Blended Research Mid Cap Equity Fund (9.4%), Mfs Blended Research Value Equity Fund (5.3%), Mfs Value Fund (5.3%), Mfs Blended Research Growth Equity Fund (4.8%). Go to all LTMAX holdings, LTMAX sectors, or LTMAX dividends.

LTMAX can be compared against other funds. Use LTMAX overlap to find shared positions, or LTMAX vs another fund for a side-by-side view. LTMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.