LTMUX Mutual Fund

LTMUX Mutual Fund (MFS Lifetime 2045 Fund Class R4) is managed by MFS Investment Management with $13.7M in net assets. LTMUX expense ratio is 0.54%, holding 32 positions across various sectors. Inception date: 2012-11-02.

LTMUX performance shows a YTD return of 9.41%. The 1-year return is 11.80% and the 5-year return is 7.88%. LTMUX dividend yield stands at 6.96%, paid annually.

LTMUX 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 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.