Nasdaq - Delayed Quote • USD
MFS Massachusetts Investors Tr 529A (EAMTX)
At close: December 22 at 8:00 PM EST
Top 10 Holdings (34.86% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorEAMTX
Technology 27.30%
Healthcare 14.90%
Financial Services 14.13%
Communication Services 9.68%
Industrials 8.99%
Consumer Defensive 7.62%
Consumer Cyclical 6.32%
Energy 4.34%
Basic Materials 3.13%
Real Estate 2.99%
Utilities 0.61%
Overall Portfolio Composition (%)
| Cash | 0.43% |
| Stocks | 99.57% |
| Bonds | 0.00% |
| Others | 0.00% |
| Preferred | 0.00% |
| Convertible | 0.00% |
Bond Ratings
| US Government | 0.00% |
| AAA | -- |
| AA | -- |
| A | -- |
| BBB | -- |
| BB | -- |
| B | -- |
| Below B | -- |
| Other | -- |
Equity Holdings
| Average | EAMTX | Category Average |
|---|---|---|
| Price/Earnings | 0.04 | 0.04 |
| Price/Book | 0.26 | 0.21 |
| Price/Sales | 0.33 | 0.4 |
| Price/Cashflow | 0.06 | 0.06 |
| Median Market Cap | 185,769.56 | 335,222.28 |
| 3 Year Earnings Growth | 14.75 | 21.25 |
Bond Holdings
| Average | EAMTX | Category Average |
|---|---|---|
| Maturity | -- | -- |
| Duration | -- | 4.6 |
| Credit Quality | -- | -- |
Performance & Risk
| YTD Return | -16.65% |
| 5y Average Return | 11.09% |
| Rank in Category (ytd) | 42 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.95 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Blend |
| Fund Family | MFS |
| Net Assets | 5.82B |
| YTD Return | -16.65% |
| Yield | 0.69% |
| Morningstar Rating | |
| Inception Date | Sep 07, 1993 |
Fund Summary
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.
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