LTTRX Mutual Fund

LTTRX Mutual Fund (MFS Lifetime 2025 Fund Class R1) is managed by MFS Investment Management with $51,914.88 in net assets. LTTRX expense ratio is 1.45%, holding 27 positions across various sectors. Inception date: 2012-11-02.

LTTRX performance shows a YTD return of 0.83%. The 1-year return is 7.86% and the 5-year return is 2.59%. LTTRX dividend yield stands at 6.67%, paid annually.

LTTRX top holdings include Mfs Limited Maturity Fund - Class R6 (20.0%), Mfs Research Bond Fund (19.5%), Mfs Inflation Adjusted Bond Fund (10.0%), Pitney Bowes Inc 144A 7.253/15/2029 (10.0%), Upstart Network, Inc., L1716921.UP.FTS.B (7.0%). Go to all LTTRX holdings, LTTRX sectors, or LTTRX dividends.

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