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 2025 R2 LTTSX
- NAV / 1-Day Return 13.01 / +0.39 %
- Total Assets 389.1 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.970%
- Distribution Fee Level Average
- Share Class Type Retirement, Medium
- Category Target-Date 2025
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 2.41%
- Turnover 18%
USD | NAV as of Apr 26, 2024 | 1-Day Return as of Apr 26, 2024, 10:18 PM GMT+0
Morningstar’s Analysis LTTSX
Will LTTSX 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 74.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
MFS Total Return Bond R6 | 17.69 | 70.4 Mil | — |
MFS Limited Maturity R6 | 16.84 | 67.0 Mil | — |
MFS Inflation-Adjusted Bond R6 | 9.85 | 39.2 Mil | — |
MFS Government Securities R6 | 9.25 | 36.8 Mil | — |
MFS Global Opportunistic Bd R6 | 6.97 | 27.7 Mil | — |
MFS Blended Research Mid Cap Eq R6 | 3.34 | 13.3 Mil | — |
Currency Cash CASH_USD | 3.26 | 13.0 Mil | Cash and Equivalents |
MFS Blended Research Intl Eq R6 | 2.95 | 11.7 Mil | — |
MFS High Income R6 | 2.59 | 10.3 Mil | — |
MFS Blended Research Value Equity R6 | 2.33 | 9.3 Mil | — |