LTMAX Mutual Fund

LTMAX Mutual Fund (MFS Lifetime 2045 Fund Class A) is managed by MFS Investment Management with $40.6M 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 7.70%. LTMAX dividend yield stands at 6.84%, paid annually.

LTMAX top holdings include Mfs Blended Research International Equity Fund (10.1%), Sold INR Bought USD 20260407 (9.4%), Us Fertility Enterprise Llc 8.715% 10/14/2031 (5.3%), Purchased Eur / Sold Usd (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.