LTMSX Mutual Fund
LTMSX Mutual Fund
LTMSX Mutual Fund
MFS Lifetime 2045 Fund Class R2
LTMSX Mutual Fund Overview
LTMSX Mutual Fund (MFS Lifetime 2045 Fund Class R2) is managed by MFS Investment Management with $9.8M in net assets. LTMSX expense ratio is 1.04%, holding 28 positions across various sectors. Inception date: 2012-11-02.
LTMSX performance shows a YTD return of 9.22%. The 1-year return is 11.26% and the 5-year return is 6.71%. LTMSX dividend yield stands at 6.54%, paid annually.
LTMSX 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 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.