Dow Down 3.39% Nasdaq Down 4.12%

MFS Massachusetts Investors Tr R2 (MIRTX)

25.83 Down 1.12(4.16%) Jun 24
Prev Close:26.95
YTD Return*:2.33%
Net Assets*:6.19B
Yield*:0.64%

* As of 31-May-16

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for MIRTX at this time.

Top Holdings

Symbol% AssetsYTD Return %
JPM3.26N/A
DHR3.15N/A
V2.88N/A
TMO2.45N/A
GOOGL2.28N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:6.19B
Category:Large Blend
Annual Report Expense Ratio (net):0.97%

Performance & Risk

YTD Return:2.33%
5y Avg Return:10.06%
Rank in Category (ytd):57
% Rank in Category (ytd):3.49%
Beta (3y):0.97
Morningstar Risk Rating:2

Fund Summary

The investment seeks capital appreciation. 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. View More
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