LTMSX Mutual Fund (MFS Lifetime 2045 Fund Class R2) is managed by MFS Investment Management with $10.0M in net assets. LTMSX expense ratio is 1.06%, holding 28 positions across sectors including Other, Unknown. Inception date: 2012-11-02.

LTMSX performance shows a YTD return of 9.75%. The 1-year return is 16.98% and the 5-year return is 7.69%. LTMSX dividend yield stands at 6.52%, paid annually.

LTMSX top holdings include U.S. Ultra Treasury 10-Year Note March Futures 0 03/01/2026 (10.1%), Sasol Financing Usa, Llc 5.50% 3/18/2031 (9.4%), Mfs Blended Research Value Equity Fund (5.3%), Mfs Value Fund (5.3%), Mfs Blended Research Growth Equity Fund (4.8%). View all LTMSX holdings, sector breakdown, or dividend history.

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