LTMRX Mutual Fund

LTMRX Mutual Fund (MFS Lifetime 2045 Fund Class R1) is managed by MFS Investment Management with $54,071.68 in net assets. LTMRX expense ratio is 1.56%, holding 28 positions across various sectors. Inception date: 2012-11-02.

LTMRX performance shows a YTD return of 9.59%. The 1-year return is 16.45% and the 5-year return is 6.91%. LTMRX dividend yield stands at 6.24%, paid annually.

LTMRX top holdings include Mfs Blended Research International Equity Fund (10.1%), Forward Foreign Currency Contract (9.4%), Square 4.52 2027-06-09 (5.3%), Freddie Mac Pool Sd6286 5.50% 8/1/2054 (5.3%), Mfs Blended Research Growth Equity Fund (4.8%). Go to all LTMRX holdings, LTMRX sectors, or LTMRX dividends.

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