LTMLX Mutual Fund
LTMLX Mutual Fund
MFS Lifetime 2045 Fund Class R6
LTMLX Mutual Fund Overview
LTMLX Mutual Fund (MFS Lifetime 2045 Fund Class R6) is managed by MFS Investment Management with $333.7M in net assets. LTMLX expense ratio is 0.42%, holding 28 positions across sectors including Other, Unknown. Inception date: 2016-08-29.
LTMLX performance shows a YTD return of 10.16%. The 1-year return is 17.71% and the 5-year return is 8.39%. LTMLX dividend yield stands at 7.16%, paid annually.
LTMLX top holdings include Square 6.06 2027-06-02 (10.1%), Mfs Blended Research Mid Cap Equity Fund (9.4%), Square 4.54 46467 2027-03-21 (5.3%), Mfs Value Fund (5.3%), Mfs Blended Research Growth Equity Fund (4.8%). View all LTMLX holdings, sector breakdown, or dividend history.
LTMLX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LTMLX alternatives are available via the screener, along with tax-loss harvesting opportunities.