LTMTX Mutual Fund (MFS Lifetime 2045 Fund Class R3) is managed by MFS Investment Management with $137.5M in net assets. LTMTX expense ratio is 0.81%, holding 28 positions across sectors including Other, Unknown. Inception date: 2012-11-02.

LTMTX performance shows a YTD return of 9.89%. The 1-year return is 17.26% and the 5-year return is 7.96%. LTMTX dividend yield stands at 6.85%, paid annually.

LTMTX top holdings include Molson Coors Beverage Co 5.5 07/08/2036 (10.1%), Mfs Blended Research Mid Cap Equity Fund (9.4%), Hsbc Holdings Plc 5.25%03/14/2044 (5.3%), Mfs Value Fund (5.3%), Bought IDR Sold USD 20260610 (4.8%). View all LTMTX holdings, sector breakdown, or dividend history.

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