LTTTX Mutual Fund
LTTTX Mutual Fund
MFS Lifetime 2025 Fund Class R3
LTTTX Mutual Fund Overview
LTTTX Mutual Fund (MFS Lifetime 2025 Fund Class R3) is managed by MFS Investment Management with $60.4M in net assets. LTTTX expense ratio is 0.70%, holding 27 positions across sectors including Unknown, Other. Inception date: 2012-11-02.
LTTTX performance shows a YTD return of -0.77%. The 1-year return is 10.06% and the 5-year return is 3.62%. LTTTX dividend yield stands at 7.65%, paid annually.
LTTTX top holdings include Mfs Limited Maturity Fund - Class R6 (20.0%), Mfs Research Bond Fund (19.5%), Mfs Inflation Adjusted Bond Fund (10.0%), Banco De Sabadell Sa 6.500% Flt Perp Sr:. (10.0%), Mfs Global Opportunistic Bond Fund (7.0%). View all LTTTX holdings, sector breakdown, or dividend history.
LTTTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LTTTX alternatives are available via the screener, along with tax-loss harvesting opportunities.