LTMLX Mutual Fund

LTMLX Mutual Fund (MFS Lifetime 2045 Fund Class R6) is managed by MFS Investment Management with $282.9M in net assets. LTMLX expense ratio is 0.40%, holding 28 positions across various sectors. Inception date: 2016-08-29.

LTMLX performance shows a YTD return of 9.82%. The 1-year return is 12.00% and the 5-year return is 7.73%. LTMLX dividend yield stands at 2.57%, paid annually.

LTMLX 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 LTMLX holdings, LTMLX sectors, or LTMLX dividends.

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