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 $3.3M in net assets. LTMDX expense ratio is 1.56%, holding 28 positions across sectors including Other, Unknown. Inception date: 2012-11-02.
LTMDX performance shows a YTD return of 9.45%. The 1-year return is 16.40% and the 5-year return is 7.14%. LTMDX dividend yield stands at 6.28%, paid annually.
LTMDX top holdings include Hyundai Capital America 6.50% 1/16/2029 (10.1%), Mfs Blended Research Mid Cap Equity Fund (9.4%), Saudi Government International Bond Mtn 3.750000% 01/21/2055 (5.3%), Mfs Value Fund (5.3%), Mfs Blended Research Growth Equity Fund (4.8%). View all LTMDX holdings, sector breakdown, or dividend history.
LTMDX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LTMDX alternatives are available via the screener, along with tax-loss harvesting opportunities.