LTMDX Mutual Fund
LTMDX Mutual Fund
LTMDX Mutual Fund
MFS Lifetime 2045 Fund Class C
LTMDX Mutual Fund Overview
LTMDX Mutual Fund (MFS Lifetime 2045 Fund Class C) is managed by MFS Investment Management with $3.4M in net assets. LTMDX expense ratio is 1.54%, holding 32 positions across various sectors. Inception date: 2012-11-02.
LTMDX performance shows a YTD return of 8.62%. The 1-year return is 10.74% and the 5-year return is 6.80%. LTMDX dividend yield stands at 6.32%, paid annually.
LTMDX top holdings include Mfs Blended Research International Equity Fund (9.9%), Mfs Blended Research Mid Cap Equity Fund (9.4%), Mfs Value Fund (5.2%), Mfs Blended Research Value Equity Fund (5.2%), Mfs Growth Fund Class R6 (4.8%). Go to all LTMDX holdings, LTMDX sectors, or LTMDX dividends.
LTMDX can be compared against other funds. Use LTMDX overlap to find shared positions, or LTMDX vs another fund for a side-by-side view. LTMDX alternatives are available via the screener, along with tax-loss harvesting opportunities.