About LTTCX
MFS Lifetime 2025 Fund Class C is a target-date mutual fund designed to align with the investment needs of individuals planning to retire around the year 2025. Its principal function is to seek a high level of total return through a dynamically managed asset allocation that gradually becomes more conservative as the target retirement year approaches. The fund employs a diversified mix of underlying MFS funds, offering exposure to a broad range of domestic and international equities, fixed income securities, and other asset classes. Thanks to disciplined, active risk management and a progressive glide path, the fund prioritizes capital growth in its early years and increasingly focuses on capital preservation and income as the retirement date nears. Within its equity allocation, the fund maintains notable exposure to sectors such as financials, information technology, industrials, health care, and real estate. This fund provides investors with professional management, automatic rebalancing, and risk-adjusted allocation adjustments, making it a convenient solution for long-term retirement planning. As the fund transitions past 2025, its strategy shifts further toward income generation and risk mitigation, supporting investors’ evolving needs in retirement.
Fund Family MFS
Category Target-Date 2025
Performance Rating Low
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol LTTCX
Share Class C
Index S&P 500 TR
LTTCX had a total return of 7.98% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.27%.
