Nasdaq - Delayed Quote USD

MFS Massachusetts Investors Tr R2 (MIRTX)

33.72
+0.17
+(0.51%)
At close: 4:26:49 PM EDT
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  • Previous Close 33.55
  • YTD Return 1.19%
  • Expense Ratio 0.95%
  • Category Large Blend
  • Last Cap Gain 48.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 6.54B
  • Beta (5Y Monthly) 0.94
  • Yield 0.26%
  • 5y Average Return --
  • Holdings Turnover 25.00%
  • Last Dividend 0.10
  • Inception Date Oct 31, 2003

The fund normally invests the fund's assets primarily in equity securities. Equity securities include common stocks, depositary receipts, 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

6.54B

Net Assets

2003-10-31

Inception Date

More about MFS Massachusetts Investors Tr R2

Performance Overview: MIRTX

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Trailing returns as of 6/9/2025. Category is Large Blend.

YTD Return

MIRTX
1.19%
Category
5.31%
 

1-Year Return

MIRTX
8.24%
Category
20.31%
 

3-Year Return

MIRTX
11.01%
Category
6.48%
 

5-Year Return

MIRTX
12.94%
Category
11.78%
 

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Holdings: MIRTX

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Sector Weightings

SectorMIRTX
Technology   28.48%
Financial Services   17.29%
Healthcare   12.67%
Industrials   11.08%
Consumer Defensive   7.50%
Consumer Cyclical   6.67%
Communication Services   6.46%
Utilities   3.79%
Energy   3.03%
Real Estate   1.77%
Basic Materials   1.26%
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Recent News: MIRTX

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Research Reports: MIRTX

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