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MFS Lifetime 2045 Fund Class A LTMAX

Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.

Fund and replication metrics

LTMAX compared with its replication portfolio
MeasureLTMAXReplication
Annualized growth7.8%7.7%
Annualized volatility13.3%13.4%
Sharpe ratio0.630.62
Maximum drawdown23.0%21.8%
Replication fit (R²)0.98 · Tracking error 2.0%

Replication portfolio

The published portfolio below is the investable basket used to model LTMAX’s historical return behavior.

LTMAX replication basket weights
TickerBuilding blockWeight
IJHUS Mid Cap28.6%
SPHYFI · High Yield25.9%
LRGFFactor · Multi-Factor21.5%
EFGIntl · Growth17.5%
RSPFactor · Equal Weight6.6%