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 2045 Fund | 0.01% | — | Feb 2008 | LTTIX vs LTRIX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | LTTIX vs PTDIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | LTTIX vs JIEHX | |
| John Hancock Funds Multi-Index 2045 Lifetime Portf... | 0.01% | — | Nov 2013 | LTTIX vs JRLVX | |
| John Hancock Funds Multi-Index 2055 Lifetime Portf... | 0.01% | — | Mar 2014 | LTTIX vs JLKYX |
Best Risk-Adjusted Alternatives to LTTIX
LTTIX has a PortfoliosLab risk / return rank of 61. There are 474 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 87 | — | Dec 2019 | LTTIX vs PADLX | |
| Fidelity Managed Retirement 2020 Fund | 84 | — | Dec 2007 | LTTIX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 84 | — | Aug 2019 | LTTIX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 84 | — | Aug 2007 | LTTIX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | — | Aug 2019 | LTTIX vs FRHMX |
Top Performing LTTIX Alternatives (YTD)
LTTIX is at 2.74% YTD. There are 671 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 15,640,638.04%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement Income Fund Class K | 15,640,638.04% | — | Aug 2019 | LTTIX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | LTTIX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | LTTIX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | LTTIX vs FIRVX | |
| Fidelity Freedom 2060 Fund Class K6 | 14.76% | — | Aug 2014 | LTTIX vs FVTKX |
Lowest Volatility Alternatives to LTTIX
LTTIX has 4.18% 1-year volatility. There is 1 mutual fund in the Target Retirement Date category with lower 1-year volatility, going as low as 3.58%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.58% | — | Nov 2015 | LTTIX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.31% | — | Oct 2009 | LTTIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.32% | — | Oct 2009 | LTTIX vs FFGZX | |
| Fidelity Managed Retirement Income Fund | 4.36% | — | Aug 2007 | LTTIX vs FIRMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.36% | — | Aug 2007 | LTTIX vs FRQIX |
Lowest Drawdown Alternatives to LTTIX
LTTIX has a 1-year max drawdown of -3.64%. There are 19 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going 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 Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | LTTIX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | — | Aug 2019 | LTTIX vs FRHMX |
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 | 13 | 3.08% | — | Jan 1996 | LTTIX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 37 | 6.94% | — | May 2006 | LTTIX vs MEIKX | |
| MFS Value Fund Class I | Large Cap Value Equities | 37 | 6.89% | — | Feb 1996 | LTTIX vs MEIIX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 39 | 10.05% | — | Sep 2004 | LTTIX vs MDIJX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 6 | -4.19% | — | Jan 1935 | LTTIX vs MIGFX | |
| MFS Growth R6 | Large Cap Growth Equities | 11 | 3.75% | — | Jun 2012 | LTTIX vs MFEKX | |
| MFS Growth I | Large Cap Growth Equities | 11 | 3.70% | — | Jul 1997 | LTTIX vs MFEIX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 28 | 6.23% | — | — | LTTIX vs MINIX | |
| MFS Value Fund | Large Cap Value Equities | 36 | 6.76% | — | Jan 1996 | LTTIX vs MEIAX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 37 | 7.06% | — | Jul 1924 | LTTIX vs MITTX |
Often Compared With LTTIX
Investors most often compare LTTIX with VOO, TRRHX, FFFAX. 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