LTMLX Mutual Fund

LTMLX Mutual Fund (MFS Lifetime 2045 Fund Class R6) is managed by MFS Investment Management with $341.3M in net assets. LTMLX expense ratio is 0.42%, holding 28 positions across various sectors. Inception date: 2016-08-29.

LTMLX performance shows a YTD return of 10.21%. The 1-year return is 17.62% and the 5-year return is 8.13%. LTMLX dividend yield stands at 7.13%, paid annually.

LTMLX top holdings include PURCHASED MXN / SOLD USD (10.1%), Mfs Blended Research Mid Cap Equity Fund (9.4%), Square 4.54 46467 2027-03-21 (5.3%), Mfs Value Fund (5.3%), Mfs Blended Research Growth Equity Fund (4.8%). 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.