Skip to Content
Morningstar

MFS Lifetime 2045 R3 LTMTX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 18.50  /  −0.86 %
  • Total Assets 512.1 Mil
  • Adj. Expense Ratio
    0.830%
  • Expense Ratio 0.830%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Target-Date 2045
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.39%
  • Turnover 23%

USD | NAV as of Apr 15, 2024 | 1-Day Return as of Apr 15, 2024, 11:13 PM GMT+0

Morningstar’s Analysis LTMTX

Will LTMTX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LTMTX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LTMTX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LTMTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A beneficiary of the firm's breadth and depth of resources.

Analyst Hyunmin Kim

Hyunmin Kim

Analyst

Summary

The MFS Lifetime target-date series benefits from the firm’s well-regarded active management, and the allocators have faithfully carried out its long-term strategy, which is competitive with industry peers.

by Hyunmin Kim
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LTMTX

More LTMTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 59.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MFS Blended Research Intl Eq R6

10.08 50.8 Mil
—

MFS Blended Research Mid Cap Eq R6

9.72 49.0 Mil
—

MFS Blended Research Value Equity R6

5.32 26.8 Mil
—

MFS Value R6

5.32 26.8 Mil
—

MFS Growth R6

5.02 25.3 Mil
—

MFS Blended Research Growth Eq R6

4.98 25.1 Mil
—

MFS Mid Cap Growth R6

4.90 24.7 Mil
—

MFS Mid Cap Value R6

4.87 24.5 Mil
—

MFS Global Real Estate R6

4.63 23.3 Mil
—

MFS Research R6

4.63 23.3 Mil
—