LTMUX Mutual Fund
LTMUX Mutual Fund
MFS Lifetime 2045 Fund Class R4
LTMUX Mutual Fund Overview
LTMUX Mutual Fund (MFS Lifetime 2045 Fund Class R4) is managed by MFS Investment Management with $14.8M in net assets. LTMUX expense ratio is 0.56%, holding 28 positions across sectors including Other, Unknown. Inception date: 2012-11-02.
LTMUX performance shows a YTD return of 10.08%. The 1-year return is 17.58% and the 5-year return is 8.24%. LTMUX dividend yield stands at 6.93%, paid annually.
LTMUX top holdings include Forward Foreign Currency Contract (10.1%), Bonos De La Tesoreria De La Republica En Pesos 6% 04/01/2033 6 2033-04-01 (9.4%), Mfs Blended Research Value Equity Fund (5.3%), Mfs Value Fund (5.3%), Forward Foreign Currency Contract (4.8%). View all LTMUX holdings, sector breakdown, or dividend history.
LTMUX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LTMUX alternatives are available via the screener, along with tax-loss harvesting opportunities.