The MFS Lifetime target-date series benefits from the firm’s well-regarded active management, and the allocators have faithfully carried out its long-term strategy, which is competitive with industry peers.
MFS Lifetime 2045 C LTMDX
- NAV / 1-Day Return 18.52 / +0.82 %
- Total Assets 514.5 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.580%
- Distribution Fee Level Above Average
- Share Class Type Level Load
- Category Target-Date 2045
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 0.82%
- Turnover 23%
USD | NAV as of May 03, 2024 | 1-Day Return as of May 03, 2024, 10:17 PM GMT+0
Morningstar’s Analysis LTMDX
Will LTMDX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 59.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
MFS Blended Research Intl Eq R6 | 10.08 | 52.9 Mil | — |
MFS Blended Research Mid Cap Eq R6 | 9.76 | 51.2 Mil | — |
MFS Blended Research Value Equity R6 | 5.37 | 28.2 Mil | — |
MFS Value R6 | 5.36 | 28.1 Mil | — |
MFS Blended Research Growth Eq R6 | 4.93 | 25.9 Mil | — |
MFS Growth R6 | 4.91 | 25.8 Mil | — |
MFS Mid Cap Value R6 | 4.88 | 25.6 Mil | — |
MFS Mid Cap Growth R6 | 4.80 | 25.2 Mil | — |
MFS Global Real Estate R6 | 4.67 | 24.5 Mil | — |
MFS Commodity Strategy R6 | 4.65 | 24.4 Mil | — |