LTMTX Mutual Fund

LTMTX Mutual Fund (MFS Lifetime 2045 Fund Class R3) is managed by MFS Investment Management with $137.2M 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 8.02%. LTMTX dividend yield stands at 6.71%, paid annually.

LTMTX 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 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.