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Nasdaq - Delayed Quote USD
MFS Massachusetts Investors Tr R2 (MIRTX)
29.13
-1.71
(-5.54%)
At close: April 4 at 8:01:39 PM EDT
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30.84 - YTD Return -2.60%
- Expense Ratio 0.96%
- Category Large Blend
- Last Cap Gain 48.00
- Morningstar Rating
- Morningstar Risk Rating Average
- Sustainability Rating
- Net Assets 6.43B
- Beta (5Y Monthly) 0.92
- Yield 0.27%
- 5y Average Return --
- Holdings Turnover 25.00%
- Last Dividend 0.10
- Inception Date Jul 1, 1996
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
6.43B
Net Assets
1996-07-01
Inception Date
Performance Overview: MIRTX
View MoreTrailing returns as of 4/3/2025. Category is Large Blend.
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44.99
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MITDX MFS Massachusetts Investors Tr R4
32.52
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MTRRX MFS Total Return R2
18.41
-3.41%
MITHX MFS Massachusetts Investors Tr R3
31.43
-5.56%
PRRRX PIMCO Real Return R
10.36
-0.48%
MITCX MFS Massachusetts Investors Tr C
28.71
-5.56%
MLFGX MFS Lifetime 2040 R2
17.87
-4.39%
MINGX MFS International Intrinsic Value R3
34.93
-6.63%
MGALX MFS Growth Allocation R2
21.86
-4.37%
MLTGX MFS Lifetime 2030 R2
15.10
-2.27%
MURRX MFS Utilities R2
21.47
-5.67%
MGRTX MFS International Growth R3
40.25
-4.62%
MLGRX NYLI Winslow Large Cap Growth Class R3
6.39
-6.44%
MRGCX MFS Core Equity C
35.05
-5.70%
Holdings: MIRTX
View MoreSector Weightings
SectorMIRTX
Technology 29.05%
Financial Services 18.08%
Healthcare 12.17%
Industrials 10.15%
Consumer Cyclical 7.27%
Consumer Defensive 7.09%
Communication Services 6.61%
Utilities 3.60%
Energy 3.17%
Real Estate 1.60%
Basic Materials 1.21%
Recent News: MIRTX
View MoreResearch Reports: MIRTX
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