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MFS Massachusetts Investors Tr R2 (MIRTX)

35.52 -0.05 (-0.14%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 35.57
  • YTD Return 5.93%
  • Expense Ratio 0.38%
  • Category Large Blend
  • Last Cap Gain 48.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 6.5B
  • Beta (5Y Monthly) 0.93
  • Yield 0.59%
  • 5y Average Return --
  • Holdings Turnover 20.00%
  • Last Dividend 0.22
  • Inception Date Jan 2, 1997

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

6.5B

Net Assets

1997-01-02

Inception Date

Performance Overview: MIRTX

Trailing returns as of 5/16/2024. Category is Large Blend.

YTD Return

MIRTX
5.93%
Category
5.31%
 

1-Year Return

MIRTX
18.77%
Category
20.31%
 

3-Year Return

MIRTX
5.79%
Category
6.48%
 

5-Year Return

MIRTX
10.71%
Category
11.78%
 

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Holdings: MIRTX

Top 10 Holdings (37.94% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 9.01%
GOOGL
Alphabet Inc. 5.20%
NVDA
NVIDIA Corporation 4.74%
AMZN
Amazon.com, Inc. 3.78%
AAPL
Apple Inc. 3.18%
JPM
JPMorgan Chase & Co. 2.92%
COP
ConocoPhillips 2.68%
V
Visa Inc. 2.37%
CRM
Salesforce, Inc. 2.05%
MA
Mastercard Incorporated 2.02%

Sector Weightings

SectorMIRTX
Technology   30.01%
Healthcare   13.56%
Industrials   9.12%
Energy   4.15%
Real Estate   1.98%
Utilities   1.65%

Recent News: MIRTX

Research Reports: MIRTX

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