Mfs Lifetime 2045 Fund Quote
| LTMAX Fund | USD 19.35 0.08 0.41% |
PerformanceVery Weak
| Odds Of DistressLow
|
Mfs Lifetime is trading at 19.35 as of the 19th of March 2025; that is 0.41% down since the beginning of the trading day. The fund's open price was 19.43. Mfs Lifetime has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 19th of March 2025. Click here to learn more.
The fund is designed to provide diversification among different asset classes for investors with the approximate retirement year in 2045. It invests substantially all of its assets in other MFS mutual funds, referred to as underlying funds. More on Mfs Lifetime 2045
Mfs Mutual Fund Highlights
| Fund Concentration | MFS Funds, Large Blend Funds, Target-Date 2045 Funds, Target-Date 2045, MFS (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 26th of August 2022 |
| Fiscal Year End | April |
Mfs Lifetime 2045 [LTMAX] is traded in USA and was established 19th of March 2025. Mfs Lifetime is listed under MFS category by Fama And French industry classification. The fund is listed under Target-Date 2045 category and is part of MFS family. This fund now has accumulated 414.21 M in assets with no minimum investment requirementsMfs Lifetime 2045 is currently producing year-to-date (YTD) return of 0.21% with the current yeild of 0.02%, while the total return for the last 3 years was 7.46%.
Check Mfs Lifetime Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Mfs Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Mfs Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Mfs Lifetime 2045 Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Mfs Lifetime 2045 Mutual Fund Constituents
| BMSYX | Mfs Blended Research | Mutual Fund | Mid-Cap Blend | |
| BRUNX | Mfs Blended Research | Mutual Fund | Large Value | |
| BRWVX | Mfs Blended Research | Mutual Fund | Large Growth | |
| BRXVX | Mfs Blended Research | Mutual Fund | Foreign Large Blend | |
| MCSRX | Mfs Modity Strategy | Mutual Fund | Commodities Broad Basket | |
| MEIKX | Mfs Value Fund | Mutual Fund | Large Value | |
| MFEKX | Mfs Growth Fund | Mutual Fund | Large Growth | |
| MFRKX | Mfs Research Fund | Mutual Fund | Large Blend |
Mfs Lifetime 2045 Risk Profiles
| Mean Deviation | 0.6004 | |||
| Standard Deviation | 0.7882 | |||
| Variance | 0.6213 | |||
| Risk Adjusted Performance | (0.08) |
Mfs Lifetime Against Markets
Other Information on Investing in Mfs Mutual Fund
Mfs Lifetime financial ratios help investors to determine whether Mfs Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Mfs with respect to the benefits of owning Mfs Lifetime security.
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