LTMSX Mutual Fund

LTMSX Mutual Fund (MFS Lifetime 2045 Fund Class R2) is managed by MFS Investment Management with $10.3M in net assets. LTMSX expense ratio is 1.06%, holding 28 positions across various sectors. Inception date: 2012-11-02.

LTMSX performance shows a YTD return of 9.80%. The 1-year return is 16.89% and the 5-year return is 7.76%. LTMSX dividend yield stands at 6.39%, paid annually.

LTMSX top holdings include Mfs Blended Research International Equity Fund (10.1%), Mfs Blended Research Mid Cap Equity Fund (9.4%), Mfs Blended Research Value Equity Fund (5.3%), Mfs Value Fund (5.3%), Mfs Blended Research Growth Equity Fund (4.8%). Go to all LTMSX holdings, LTMSX sectors, or LTMSX dividends.

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