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MFS Massachusetts Investors Tr 529A (EAMTX)

33.54 +0.11 (+0.33%)
At close: December 22 at 8:00 PM EST
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DELL
  • Previous Close 33.43
  • YTD Return -16.65%
  • Expense Ratio 1.45%
  • Category Large Blend
  • Last Cap Gain 58.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 5.82B
  • Beta (5Y Monthly) 0.95
  • Yield 0.69%
  • 5y Average Return --
  • Holdings Turnover 10.00%
  • Last Dividend 0.26
  • Inception Date Sep 7, 1993

The fund normally invests the fund's assets primarily in equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. While it may invest the fund's assets in companies of any size, the fund primarily invests in companies with large capitalizations. It may invest the fund's assets in foreign securities.

MFS

Fund Family

Large Blend

Fund Category

5.82B

Net Assets

1993-09-07

Inception Date

Performance Overview: EAMTX

Trailing returns as of 5/20/2022. Category is Large Blend.

YTD Return

EAMTX
16.65%
Category
5.31%
 

1-Year Return

EAMTX
6.38%
Category
20.31%
 

3-Year Return

EAMTX
11.03%
Category
6.48%
 

5-Year Return

EAMTX
11.09%
Category
11.78%
 

Holdings: EAMTX

Top 10 Holdings (34.86% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 8.47%
GOOGL
Alphabet Inc. 5.59%
AAPL
Apple Inc. 4.06%
COP
ConocoPhillips 3.13%
JPM
JPMorgan Chase & Co. 2.71%
NVDA
NVIDIA Corporation 2.51%
AMZN
Amazon.com, Inc. 2.24%
V
Visa Inc. 2.22%
MA
Mastercard Incorporated 2.05%
VRTX
Vertex Pharmaceuticals Incorporated 1.90%

Sector Weightings

SectorEAMTX
Technology   27.30%
Healthcare   14.90%
Industrials   8.99%
Energy   4.34%
Real Estate   2.99%
Utilities   0.61%

Recent News: EAMTX

Research Reports: EAMTX

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