LTMTX Mutual Fund

LTMTX Mutual Fund (MFS Lifetime 2045 Fund Class R3) is managed by MFS Investment Management with $141.8M in net assets. LTMTX expense ratio is 0.81%, holding 28 positions across various sectors. Inception date: 2012-11-02.

LTMTX performance shows a YTD return of 9.94%. The 1-year return is 17.17% and the 5-year return is 7.70%. LTMTX dividend yield stands at 6.83%, paid annually.

LTMTX top holdings include Molson Coors Beverage Co 5.5 07/08/2036 (10.1%), Brundage-Bone Concrete Pumping Holdings Inc Aka Industrea Acquisition Corp 7.5% 02/01/2032 (9.4%), Mfs Blended Research Value Equity Fund (5.3%), Mfs Value Fund (5.3%), Bought IDR Sold USD 20260610 (4.8%). Go to all LTMTX holdings, LTMTX sectors, or LTMTX dividends.

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