LTMKX Mutual Fund
LTMKX Mutual Fund
MFS Lifetime 2045 Fund Class I
LTMKX Mutual Fund Overview
LTMKX Mutual Fund (MFS Lifetime 2045 Fund Class I) is managed by MFS Investment Management with $14.4M in net assets. LTMKX expense ratio is 0.56%, holding 28 positions across sectors including Other, Unknown. Inception date: 2012-11-02.
LTMKX performance shows a YTD return of 10.06%. The 1-year return is 17.56% and the 5-year return is 8.23%. LTMKX dividend yield stands at 7.03%, paid annually.
LTMKX top holdings include Bought TWD Sold USD 20260427 (10.1%), Bought THB Sold USD 20260416 (9.4%), South Carolina Public Service Authority Santee Cooper Electric System Revenue Bonds 6.900109 12/01/2055 (5.3%), Wells Fargo Securities Llc (5.3%), Mfs Blended Research Growth Equity Fund (4.8%). View all LTMKX holdings, sector breakdown, or dividend history.
LTMKX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LTMKX alternatives are available via the screener, along with tax-loss harvesting opportunities.