LTMRX Mutual Fund
LTMRX Mutual Fund
LTMRX Mutual Fund
MFS Lifetime 2045 Fund Class R1
LTMRX Mutual Fund Overview
LTMRX Mutual Fund (MFS Lifetime 2045 Fund Class R1) is managed by MFS Investment Management with $52,192.9 in net assets. LTMRX expense ratio is 1.54%, holding 32 positions across various sectors. Inception date: 2012-11-02.
LTMRX performance shows a YTD return of 8.72%. The 1-year return is 10.83% and the 5-year return is 6.83%. LTMRX dividend yield stands at 6.29%, paid annually.
LTMRX 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 LTMRX holdings, LTMRX sectors, or LTMRX dividends.
LTMRX can be compared against other funds. Use LTMRX overlap to find shared positions, or LTMRX vs another fund for a side-by-side view. LTMRX alternatives are available via the screener, along with tax-loss harvesting opportunities.