LTTUX Mutual Fund
LTTUX Mutual Fund
MFS Lifetime 2025 Fund Class R4
LTTUX Mutual Fund Overview
LTTUX Mutual Fund (MFS Lifetime 2025 Fund Class R4) is managed by MFS Investment Management with $12.4M in net assets. LTTUX expense ratio is 0.45%, holding 27 positions across sectors including Unknown, Other. Inception date: 2012-11-02.
LTTUX performance shows a YTD return of -0.76%. The 1-year return is 10.25% and the 5-year return is 3.87%. LTTUX dividend yield stands at 7.78%, paid annually.
LTTUX top holdings include Mfs Limited Maturity Fund - Class R6 (20.0%), Mfs Research Bond Fund (19.5%), Mfs Inflation Adjusted Bond Fund (10.0%), Deutsche Bank Ag 1.75 11/19/2030 (10.0%), Sold ILS Bought USD 20260617 (7.0%). View all LTTUX holdings, sector breakdown, or dividend history.
LTTUX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LTTUX alternatives are available via the screener, along with tax-loss harvesting opportunities.