LTMSX Mutual Fund
NAV$22.74
AUM$10M
TER1.06%
Holdings28
LTMSX Mutual Fund
NAV$22.74
MFS Lifetime 2045 Fund Class R2
AUM$10M
TER1.06%
Holdings28
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Showing 10 of 28 holdings(as of Jan 31, 2026)Top 10 Weight: 58.10%
LTMSX Mutual Fund Top Holdings
LTMSX holdings top 10 positions. The top 10 holdings account for 58.1% of the fund, led by U.S. Ultra Treasury 10-Year Note March Futures 0 03/01/2026 at 10.1%, Sasol Financing Usa, Llc 5.50% 3/18/2031 at 9.4%, Mfs Blended Research Value Equity Fund at 5.3%.
LTMSX portfolio concentration is relatively high, with the top 10 representing 58.1% of total assets. The largest sector exposure is Other at 82.3%.
LTMSX sector allocation provides a detailed breakdown. LTMSX overlap tool shows how holdings compare to other funds in your portfolio.