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.
MFS Lifetime 2045 R2 LTMSX
- NAV / 1-Day Return 18.29 / −0.16 %
- Total Assets 503.7 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.080%
- Distribution Fee Level Above Average
- Share Class Type Retirement, Medium
- Category Target-Date 2045
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 1.10%
- Turnover 23%
USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0
Morningstar’s Analysis LTMSX
Will LTMSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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 | — |