LTMBX Mutual Fund
LTMBX Mutual Fund
LTMBX Mutual Fund
MFS Lifetime 2045 Fund Class B
LTMBX Mutual Fund Overview
LTMBX Mutual Fund (MFS Lifetime 2045 Fund Class B) is managed by MFS Investment Management with $134,535.79 in net assets. LTMBX expense ratio is 1.54%, holding 32 positions across various sectors. Inception date: 2012-11-02.
LTMBX performance shows a YTD return of 11.38%. The 1-year return is 15.41% and the 5-year return is 6.16%. LTMBX dividend yield stands at 5.72%, paid annually.
LTMBX top holdings include Mfs Blended Research International Equity Fund (9.9%), Mfs Blended Research Mid Cap Equity Fund (9.4%), Mfs Value Fund (5.2%), Mfs Blended Research Value Equity Fund (5.2%), Mfs Growth Fund Class R6 (4.8%). Go to all LTMBX holdings, LTMBX sectors, or LTMBX dividends.
LTMBX can be compared against other funds. Use LTMBX overlap to find shared positions, or LTMBX vs another fund for a side-by-side view. LTMBX alternatives are available via the screener, along with tax-loss harvesting opportunities.