LTMDX Mutual Fund

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 1.54%, holding 28 positions across various sectors. Inception date: 2012-11-02.

LTMDX performance shows a YTD return of 8.77%. The 1-year return is 10.69% and the 5-year return is 6.18%. LTMDX dividend yield stands at 6.31%, paid annually.

LTMDX top holdings include Mfs Blended Research International Equity Fund (9.7%), Mfs Blended Research Mid Cap Equity Fund (9.3%), Mfs Blended Research Value Equity Fund (5.2%), Mfs Value Fund (5.1%), Mfs Blended Research Growth Equity Fund - Class R6 (5.0%). 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.