LTMAX Mutual Fund

LTMAX Mutual Fund (MFS Lifetime 2045 Fund Class A) is managed by MFS Investment Management with $38.3M in net assets. LTMAX expense ratio is 0.79%, holding 28 positions across various sectors. Inception date: 2012-11-02.

LTMAX performance shows a YTD return of 9.41%. The 1-year return is 11.54% and the 5-year return is 6.98%. LTMAX dividend yield stands at 6.87%, paid annually.

LTMAX top holdings include Mfs Blended Research International Equity Fund (9.7%), Mfs Blended Research Mid Cap Equity Fund (9.3%), Mfs Blended Research Value Equity Fund (5.2%), Mfs Value Fund (5.1%), Mfs Blended Research Growth Equity Fund - Class R6 (5.0%). 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.