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 $40.0M in net assets. LTMAX expense ratio is 0.81%, holding 28 positions across sectors including Other, Unknown. Inception date: 2012-11-02.
LTMAX performance shows a YTD return of 8.44%. The 1-year return is 17.32% and the 5-year return is 7.97%. LTMAX dividend yield stands at 6.86%, paid annually.
LTMAX top holdings include Mexico La Sp Cbk (10.1%), Virginia Electric & Power 2.40% 3/30/2032 (9.4%), Us Fertility Enterprise Llc 8.715% 10/14/2031 (5.3%), Purchased Eur / Sold Usd (5.3%), Mfs Blended Research Growth Equity Fund (4.8%). View all LTMAX holdings, sector breakdown, or dividend history.
LTMAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LTMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.