LTTKX Mutual Fund
LTTKX Mutual Fund
MFS Lifetime 2025 Fund Class R6
LTTKX Mutual Fund Overview
LTTKX Mutual Fund (MFS Lifetime 2025 Fund Class R6) is managed by MFS Investment Management with $148.1M in net assets. LTTKX expense ratio is 0.31%, holding 27 positions across sectors including Unknown, Other. Inception date: 2016-08-29.
LTTKX performance shows a YTD return of -0.76%. The 1-year return is 10.45% and the 5-year return is 4.02%. LTTKX dividend yield stands at 8.04%, paid annually.
LTTKX top holdings include Mfs Limited Maturity Fund - Class R6 (20.0%), Mfs Research Bond Fund (19.5%), Mfs Inflation Adjusted Bond Fund (10.0%), Heimstaden Ab (10.0%), Bertelsmann Se & Co. Kgaa 3.500 04/23/2075 (7.0%). View all LTTKX holdings, sector breakdown, or dividend history.
LTTKX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LTTKX alternatives are available via the screener, along with tax-loss harvesting opportunities.