MFS Lifetime 2025 FundLTTBX
Type
Mutual fund
Peer group
Target-date
Net assets
$286.5M
Expense ratio
1.45%
1-year return
+9.2%
3 years, a year
+7.1%
5 years, a year
+2.9%
Holdings
27
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 Research Bond Fund | 19.91% |
| MFS Ltd Maturity Fund | 19.90% |
| MFS Inflation Adjusted Bond Fund | 9.97% |
| MFS Government Securities Fund | 9.96% |
| MFS Global Opportunistic Bond Fund | 6.98% |
| MFS Blended Research Mid Cap Equity Fund | 3.03% |
| MFS Blended Research International Equity Fund | 2.77% |
| MFS Blended Research Value Equity Fund | 2.02% |
| MFS Global Real Estate Fund | 2.02% |
| MFS Value Fund | 2.02% |
More on LTTBX.
- LTTBX overview
- LTTBX holdings
- LTTBX risk
- LTTBX costs
- LTTBX money in and out
- LTTBX share classes
- Compare LTTBX 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.