LTTAX Mutual Fund
LTTAX Mutual Fund
MFS Lifetime 2025 Fund Class A
LTTAX Mutual Fund Overview
LTTAX Mutual Fund (MFS Lifetime 2025 Fund Class A) is managed by MFS Investment Management with $28.4M in net assets. LTTAX expense ratio is 0.70%, holding 27 positions across sectors including Unknown, Other. Inception date: 2012-11-02.
LTTAX performance shows a YTD return of -0.77%. The 1-year return is 10.00% and the 5-year return is 3.62%. LTTAX dividend yield stands at 7.67%, paid annually.
LTTAX top holdings include Mfs Limited Maturity Fund - Class R6 (20.0%), Mfs Research Bond Fund (19.5%), Mfs Inflation Adjusted Bond Fund (10.0%), Purchased JPY / Sold USD (10.0%), International Dynamic Growth Fund (Axiom) (7.0%). View all LTTAX holdings, sector breakdown, or dividend history.
LTTAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LTTAX alternatives are available via the screener, along with tax-loss harvesting opportunities.