MFS Lifetime 2025 Fund (LTTIX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LTTIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LTTIX
LTTIX charges 0.00% annually. No mutual funds in the Target Retirement Date category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | LTTIX vs PLWIX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | LTTIX vs PLTZX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | LTTIX vs LTFIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | LTTIX vs LTRIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | LTTIX vs PMTIX |
Best Risk-Adjusted Alternatives to LTTIX
Among 655 mutual funds in the Target Retirement Date category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 89 | — | Dec 2019 | LTTIX vs PADLX | |
| State Street Target Retirement Fund | 87 | — | Sep 2014 | LTTIX vs SSFNX | |
| Prudential Day One Income Fund | 86 | — | Dec 2016 | LTTIX vs PDAHX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | LTTIX vs FRAMX | |
| Dimensional Retirement Income Fund | 85 | — | Nov 2015 | LTTIX vs TDIFX |
Top Performing LTTIX Alternatives (YTD)
Among 655 mutual funds in the Target Retirement Date category with YTD return data, the top-performing alternatives shown here go as high as 1,644,791.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | LTTIX vs FRAMX | |
| Fidelity Freedom 2060 Fund Class K6 | 13.86% | — | Aug 2014 | LTTIX vs FVTKX | |
| Fidelity Flex Freedom Blend 2060 Fund | 13.84% | — | Jun 2017 | LTTIX vs FWLSX | |
| Fidelity Freedom 2055 Fund Class K6 | 13.83% | — | Jun 2011 | LTTIX vs FCTKX | |
| Fidelity Freedom 2065 Fund Class K6 | 13.82% | — | Jun 2019 | LTTIX vs FFSZX |
Lowest Volatility Alternatives to LTTIX
Among 655 mutual funds in the Target Retirement Date category with 1-year volatility data, the lowest-volatility alternatives shown here go as low as 3.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.51% | — | Nov 2015 | LTTIX vs TDIFX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | LTTIX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | LTTIX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | LTTIX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.38% | — | Oct 2009 | LTTIX vs FIKFX |
Lowest Drawdown Alternatives to LTTIX
Among 655 mutual funds in the Target Retirement Date category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -2.61%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | LTTIX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | LTTIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | LTTIX vs FFGZX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | -3.43% | — | Aug 2007 | LTTIX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | -3.44% | — | Aug 2007 | LTTIX vs FRIMX |
Other Mutual Funds from MFS
The 10 most viewed MFS mutual funds shown here include MIEIX, MEIKX, MEIIX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| MFS International Equity Fund Class R6 | Foreign Large Cap Equities | 20 | 5.62% | — | Jan 1996 | LTTIX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 53 | 9.45% | — | May 2006 | LTTIX vs MEIKX | |
| MFS Value Fund Class I | Large Cap Value Equities | 52 | 9.38% | — | Feb 1996 | LTTIX vs MEIIX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 42 | 9.80% | — | Sep 2004 | LTTIX vs MDIJX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 7 | -0.94% | — | Jan 1935 | LTTIX vs MIGFX | |
| MFS Growth R6 | Large Cap Growth Equities | 9 | 4.85% | — | Jun 2012 | LTTIX vs MFEKX | |
| MFS Growth I | Large Cap Growth Equities | 9 | 4.80% | — | Jul 1997 | LTTIX vs MFEIX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 33 | 6.03% | — | — | LTTIX vs MINIX | |
| MFS Value Fund | Large Cap Value Equities | 50 | 9.23% | — | Jan 1996 | LTTIX vs MEIAX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 40 | 9.45% | — | Jul 1924 | LTTIX vs MITTX |
Often Compared With LTTIX
Investors most often compare LTTIX with VOO, TRRHX, JIEHX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare LTTIX with Any Fund or Stock
Compare LTTIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LTTIX with funds that move differently
MFS Lifetime 2025 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LTTIX.
Explore LTTIX Diversifiers