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Nasdaq - Delayed Quote USD

MFS Lifetime 2025 Fund (LTTKX)

13.20
+0.01
+(0.08%)
At close: 8:01:28 PM EDT
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  • Previous Close 13.19
  • YTD Return 1.54%
  • Expense Ratio 0.32%
  • Category Target-Date 2025
  • Last Cap Gain 4.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating --
  • Net Assets 350.36M
  • Beta (5Y Monthly) 0.73
  • Yield 4.01%
  • 5y Average Return --
  • Holdings Turnover 17.00%
  • Last Dividend 0.54
  • Inception Date Nov 2, 2012

The fund is designed to provide diversification among different asset classes for investors with the approximate retirement year in 2025. MFS invests substantially all of its assets in other MFS mutual funds, referred to as underlying funds.

MFS

Fund Family

Target-Date 2025

Fund Category

350.36M

Net Assets

2012-11-02

Inception Date

More about MFS Lifetime 2025 Fund

Performance Overview: LTTKX

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Trailing returns as of 4/29/2025. Category is Target-Date 2025.

YTD Return

LTTKX
1.54%
Category
6.61%
 

1-Year Return

LTTKX
5.65%
Category
21.54%
 

3-Year Return

LTTKX
3.32%
Category
10.23%
 

5-Year Return

LTTKX
7.22%
Category
9.75%
 

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Holdings: LTTKX

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Sector Weightings

SectorLTTKX
Technology   18.29%
Financial Services   17.54%
Industrials   12.50%
Real Estate   10.64%
Healthcare   10.53%
Consumer Cyclical   8.15%
Communication Services   5.93%
Consumer Defensive   5.20%
Energy   4.13%
Basic Materials   3.71%
Utilities   3.37%
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Recent News: LTTKX

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Research Reports: LTTKX

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