LTMDX Mutual Fund

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 1.56%, holding 28 positions across various sectors. Inception date: 2012-11-02.

LTMDX performance shows a YTD return of 9.45%. The 1-year return is 16.26% and the 5-year return is 6.88%. LTMDX dividend yield stands at 6.27%, 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%). 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.