LTMUX Mutual Fund

LTMUX Mutual Fund (MFS Lifetime 2045 Fund Class R4) is managed by MFS Investment Management with $15.3M in net assets. LTMUX expense ratio is 0.56%, holding 28 positions across various sectors. Inception date: 2012-11-02.

LTMUX performance shows a YTD return of 10.12%. The 1-year return is 17.48% and the 5-year return is 7.98%. LTMUX dividend yield stands at 6.91%, paid annually.

LTMUX top holdings include United States Treasury Note/Bond 1.38 11/15/2031 (10.1%), Bonos De La Tesoreria De La Republica En Pesos 6% 04/01/2033 6 2033-04-01 (9.4%), Mfs Blended Research Value Equity Fund (5.3%), Mfs Value Fund (5.3%), Forward Foreign Currency Contract (4.8%). Go to all LTMUX holdings, LTMUX sectors, or LTMUX dividends.

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