LTTBX Mutual Fund
LTTBX Mutual Fund
MFS Lifetime 2025 Fund Class B
LTTBX Mutual Fund Overview
LTTBX Mutual Fund (MFS Lifetime 2025 Fund Class B) is managed by MFS Investment Management with $77,461.78 in net assets. LTTBX expense ratio is 1.45%, holding 27 positions across sectors including Unknown, Other. Inception date: 2012-11-02.
LTTBX performance shows a YTD return of -0.53%. The 1-year return is 9.25% and the 5-year return is 2.85%. LTTBX dividend yield stands at 5.90%, paid annually.
LTTBX top holdings include Mfs Limited Maturity Fund - Class R6 (20.0%), Mfs Research Bond Fund (19.5%), Mfs Inflation Adjusted Bond Fund (10.0%), Forward Foreign Currency Contract (10.0%), (Pipa070) Pgim Core Government Money Market Fund (7.0%). View all LTTBX holdings, sector breakdown, or dividend history.
LTTBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LTTBX alternatives are available via the screener, along with tax-loss harvesting opportunities.