MFS Lifetime 2045 FundLTMBX
Type
Mutual fund
Peer group
Target-date
Net assets
$562.8M
Expense ratio
1.56%
1-year return
+22.1%
3 years, a year
+14.2%
5 years, a year
+7.3%
Holdings
28
What it aims to do.
The funds investment objective is to seek a high level of total return consistent with its asset allocation until the approximate retirement year in the fund's name; thereafter, the fund will seek total return through a combination of current income and capital appreciation. The asset allocation of the fund will change over time.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| MFS Blended Research International Equity Fund | 9.80% |
| MFS Blended Research Mid Cap Equity Fund | 9.54% |
| MFS Blended Research Value Equity Fund | 5.26% |
| MFS Value Fund | 5.16% |
| MFS Growth Fund | 5.05% |
| MFS Blended Research Growth Equity Fund | 4.99% |
| MFS Mid Cap Growth Fund | 4.77% |
| MFS Blended Research Core Equity Fund | 4.71% |
| MFS Mid Cap Value Fund | 4.68% |
| MFS Research Fund | 4.68% |
More on LTMBX.
- LTMBX overview
- LTMBX holdings
- LTMBX risk
- LTMBX costs
- LTMBX money in and out
- LTMBX share classes
- Compare LTMBX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.