LTMAX Mutual Fund
LTMAX Mutual Fund
LTMAX Mutual Fund
MFS Lifetime 2045 Fund Class A
LTMAX Mutual Fund Overview
LTMAX Mutual Fund (MFS Lifetime 2045 Fund Class A) is managed by MFS Investment Management with $39.4M in net assets. LTMAX expense ratio is 0.79%, holding 32 positions across various sectors. Inception date: 2012-11-02.
LTMAX performance shows a YTD return of 9.17%. The 1-year return is 11.55% and the 5-year return is 7.61%. LTMAX dividend yield stands at 6.88%, paid annually.
LTMAX top holdings include Mfs Blended Research International Equity Fund (9.9%), Mfs Blended Research Mid Cap Equity Fund (9.4%), Mfs Value Fund (5.2%), Mfs Blended Research Value Equity Fund (5.2%), Mfs Growth Fund Class R6 (4.8%). Go to all LTMAX holdings, LTMAX sectors, or LTMAX dividends.
LTMAX can be compared against other funds. Use LTMAX overlap to find shared positions, or LTMAX vs another fund for a side-by-side view. LTMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.