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LTTBX
Mutual Fund ticker: NASDAQ
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NET ASSETS

MFS Lifetime 2025 B (LTTBX) Ownership - Who owns MFS Lifetime 2025 B?

The investment seeks a high level of total return consistent with its asset allocation until the approximate retirement year in 2025; thereafter, the fund will seek total return through a combination of current income and capital appreciation... Show more

Profile

Category
Target-Date 2025
Address
Mfs Series Trust XII111 Huntington Avenue 24th FloorBoston
Phone
1-800-637-2929
Web
http://www.mfs.com

Details

Group
Balanced Funds
Category
Target Date 2021-2025
Total Expense Ratio
1.46
Min. Initial Investment
1000.00
Fund Existence
almost 13 years
Turnover
9.00
Front Load
N/A
Net Assets
339442750.00
Manager Tenure
N/A

Fundamentals

LTTBX
Net Assets
339M
Fund Existence
almost 13 years
Turnover
9.00
Total Expense Ratio
1.46
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
1000
Min. Initial Investment IRA
N/A
Morningstar Category
Target-Date 2025
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.69
Assets in Top Ten Holdings
290M
Average Credit Quality
12
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
Yes
Fund Share Class Net Assets
161K
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.00
Modified Duration
N/A
No Load Fund
No
Number of Long Holdings
27.00
Number of Net Holdings
27.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
0.46
Weighting Top Ten Holdings
77.11%
Gain YTD
6.939
Annual Yield % from dividends
2.32
Returns for 1 year
3.50
Returns for 3 years
13.36
Returns for 5 years
10.41
Returns for 10 years
38.50
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These past five trading days, the mutual fund lost 0.00%.
A.I. Advisor
published General Information

General Information

Category

Profile
Fundamentals
Details
Category
Target-Date 2025
Address
Mfs Series Trust XII111 Huntington Avenue 24th FloorBoston
Phone
1-800-637-2929
Web
http://www.mfs.com