Nasdaq - Delayed Quote USD

MFS Massachusetts Investors Tr R1 (MITGX)

35.18 -0.06 (-0.17%)
At close: June 14 at 8:00 PM EDT
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DELL
  • Previous Close 35.24
  • YTD Return 11.35%
  • Expense Ratio 0.38%
  • Category Large Blend
  • Last Cap Gain 48.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 6.8B
  • Beta (5Y Monthly) 0.93
  • Yield 0.05%
  • 5y Average Return --
  • Holdings Turnover 20.00%
  • Last Dividend 0.02
  • Inception Date Jun 1, 2012

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

6.8B

Net Assets

2012-06-01

Inception Date

Performance Overview: MITGX

Trailing returns as of 6/14/2024. Category is Large Blend.

YTD Return

MITGX
11.35%
Category
5.31%
 

1-Year Return

MITGX
25.48%
Category
20.31%
 

3-Year Return

MITGX
6.56%
Category
6.48%
 

5-Year Return

MITGX
12.50%
Category
11.78%
 

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Holdings: MITGX

Top 10 Holdings (38.68% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 8.77%
GOOGL
Alphabet Inc. 5.90%
NVDA
NVIDIA Corporation 4.77%
AMZN
Amazon.com, Inc. 3.86%
AAPL
Apple Inc. 3.32%
JPM
JPMorgan Chase & Co. 2.94%
COP
ConocoPhillips 2.78%
V
Visa Inc. 2.40%
MA
Mastercard Incorporated 1.99%
HWM
Howmet Aerospace Inc. 1.96%

Sector Weightings

SectorMITGX
Technology   29.64%
Healthcare   13.49%
Industrials   9.17%
Energy   4.33%
Utilities   1.96%
Real Estate   1.81%

Recent News: MITGX

Research Reports: MITGX

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