LTTUX

About LTTUX

MFS Lifetime 2025 Fund R4 Shares is a target-date mutual fund designed to deliver a high level of total return aligned with an investor’s anticipated retirement around 2025. The fund invests primarily through a diversified mix of underlying MFS funds and follows a progressive glide path that emphasizes asset growth earlier and systematically reduces risk as the target date approaches. According to MFS, the strategy blends equities, fixed income, and non-traditional exposures, with active risk management and periodic rebalancing to maintain its allocation objectives over time. Its benchmark is the Standard & Poor’s 500 Stock Index for performance comparison. The portfolio currently spans U.S. and international equities alongside core and inflation-protected bonds, government securities, and global opportunistic fixed income, reflecting a more conservative stance near retirement. Managed by a team-based approach within MFS, the fund aims to provide convenient, professionally managed diversification in a single vehicle as investors transition from accumulation to income-oriented total return around the target year.