Nasdaq - Delayed Quote USD

MFS Massachusetts Investors Trust (MITDX)

37.28 +0.44 (+1.19%)
At close: 4:19 PM EDT
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DELL
  • Previous Close 36.84
  • YTD Return 10.74%
  • Expense Ratio 1.45%
  • Category Large Blend
  • Last Cap Gain 48.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 6.84B
  • Beta (5Y Monthly) 0.93
  • Yield 0.92%
  • 5y Average Return --
  • Holdings Turnover 20.00%
  • Last Dividend 0.39
  • 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

6.84B

Net Assets

1996-07-01

Inception Date

Performance Overview: MITDX

Trailing returns as of 4/22/2024. Category is Large Blend.

YTD Return

MITDX
10.74%
Category
14.84%
 

1-Year Return

MITDX
27.67%
Category
40.47%
 

3-Year Return

MITDX
9.88%
Category
16.77%
 

5-Year Return

MITDX
13.20%
Category
16.15%
 

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Holdings: MITDX

Top 10 Holdings (37.17% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 9.27%
GOOGL
Alphabet Inc. 4.94%
NVDA
NVIDIA Corporation 4.30%
AAPL
Apple Inc. 3.58%
AMZN
Amazon.com, Inc. 3.23%
JPM
JPMorgan Chase & Co. 2.80%
COP
ConocoPhillips 2.45%
V
Visa Inc. 2.38%
CRM
Salesforce, Inc. 2.18%
MA
Mastercard Incorporated 2.06%

Sector Weightings

SectorMITDX
Technology   30.59%
Healthcare   13.60%
Industrials   8.51%
Energy   3.82%
Real Estate   1.89%
Utilities   1.34%

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