LTMBX Mutual Fund (MFS Lifetime 2045 Fund Class B) is managed by MFS Investment Management with $136,244.4 in net assets. LTMBX expense ratio is 1.56%, holding 28 positions across sectors including Other, Unknown. Inception date: 2012-11-02.

LTMBX performance shows a YTD return of 9.46%. The 1-year return is 16.39% and the 5-year return is 6.49%. LTMBX dividend yield stands at 5.83%, paid annually.

LTMBX top holdings include Ukraine (Republic Of) B Bonds Mlb Regs 0% Feb 01, 2036 (10.1%), Alstom Sa 0 2029-01-11 (9.4%), Mfs Blended Research Value Equity Fund (5.3%), Hsbc Holdings Plc Sr Unsecured 03/44 Var % (5.3%), Gnr 2012-113 Id Io 03.5000 09/20/2042 (4.8%). View all LTMBX holdings, sector breakdown, or dividend history.

LTMBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LTMBX alternatives are available via the screener, along with tax-loss harvesting opportunities.