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Nasdaq - Delayed Quote USD

MFS Lifetime 2045 Fund (LTMAX)

19.49
+0.26
+(1.35%)
At close: 8:01:28 PM EDT
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  • Previous Close 19.23
  • YTD Return -0.10%
  • Expense Ratio 0.82%
  • Category Target-Date 2045
  • Last Cap Gain 17.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 513.55M
  • Beta (5Y Monthly) 1.20
  • Yield 2.36%
  • 5y Average Return --
  • Holdings Turnover 9.00%
  • Last Dividend 0.46
  • Inception Date Nov 2, 2012

The fund is designed to provide diversification among different asset classes for investors with the approximate retirement year in 2045. It invests substantially all of its assets in other MFS mutual funds, referred to as underlying funds.

MFS

Fund Family

Target-Date 2045

Fund Category

513.55M

Net Assets

2012-11-02

Inception Date

More about MFS Lifetime 2045 Fund

Performance Overview: LTMAX

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Trailing returns as of 5/2/2025. Category is Target-Date 2045.

YTD Return

LTMAX
0.10%
Category
11.62%
 

1-Year Return

LTMAX
4.90%
Category
36.05%
 

3-Year Return

LTMAX
5.24%
Category
13.52%
 

5-Year Return

LTMAX
13.66%
Category
13.44%
 

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Holdings: LTMAX

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Sector Weightings

SectorLTMAX
Technology   18.29%
Financial Services   17.77%
Industrials   13.09%
Healthcare   10.20%
Real Estate   8.65%
Consumer Cyclical   8.54%
Communication Services   6.00%
Consumer Defensive   5.74%
Basic Materials   4.41%
Energy   4.10%
Utilities   3.21%
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Recent News: LTMAX

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Research Reports: LTMAX

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