LTMTX Mutual Fund

LTMTX Mutual Fund (MFS Lifetime 2045 Fund Class R3) is managed by MFS Investment Management with $123.5M in net assets. LTMTX expense ratio is 0.79%, holding 32 positions across various sectors. Inception date: 2012-11-02.

LTMTX performance shows a YTD return of 9.22%. The 1-year return is 11.54% and the 5-year return is 7.62%. LTMTX dividend yield stands at 6.88%, paid annually.

LTMTX 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 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.