LTMRX Mutual Fund
LTMRX Mutual Fund
MFS Lifetime 2045 Fund Class R1
LTMRX Mutual Fund Overview
LTMRX Mutual Fund (MFS Lifetime 2045 Fund Class R1) is managed by MFS Investment Management with $52,224.46 in net assets. LTMRX expense ratio is 1.56%, holding 28 positions across sectors including Other, Unknown. Inception date: 2012-11-02.
LTMRX performance shows a YTD return of 9.54%. The 1-year return is 16.48% and the 5-year return is 7.16%. LTMRX dividend yield stands at 6.26%, paid annually.
LTMRX top holdings include Mfs Blended Research International Equity Fund (10.1%), Forward Foreign Currency Contract (9.4%), Square 4.52 2027-06-09 (5.3%), Freddie Mac Pool Sd6286 5.50% 8/1/2054 (5.3%), Mfs Blended Research Growth Equity Fund (4.8%). View all LTMRX holdings, sector breakdown, or dividend history.
LTMRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LTMRX alternatives are available via the screener, along with tax-loss harvesting opportunities.