Nasdaq - Delayed Quote USD

MFS Massachusetts Investors Tr R3 (MITHX)

40.44 -0.49 (-1.20%)
At close: November 15 at 8:00 PM EST
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DELL
  • Previous Close 40.93
  • YTD Return 17.53%
  • Expense Ratio 0.71%
  • Category Large Blend
  • Last Cap Gain 48.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 6.88B
  • Beta (5Y Monthly) 0.93
  • Yield 0.65%
  • 5y Average Return --
  • Holdings Turnover 20.00%
  • Last Dividend 0.06
  • Inception Date Apr 1, 2005

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

6.88B

Net Assets

2005-04-01

Inception Date

Performance Overview: MITHX

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Trailing returns as of 11/6/2024. Category is Large Blend.

YTD Return

MITHX
17.53%
Category
5.31%
?

1-Year Return

MITHX
33.05%
Category
20.31%
?

3-Year Return

MITHX
6.03%
Category
6.48%
?

5-Year Return

MITHX
12.65%
Category
11.78%
?

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Holdings: MITHX

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Top 10 Holdings (38.07% of Total Assets)

SymbolCompany% Assets
MSFT
MSFT 8.15%
GOOGL
GOOGL 5.31%
NVDA
NVDA 5.23%
AMZN
AMZN 4.42%
AAPL
AAPL 4.19%
JPM
JPM 2.59%
V
V 2.19%
COP
COP 2.08%
CRM
CRM 2.01%
AMT
AMT 1.92%

Sector Weightings

Recent News: MITHX

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Research Reports: MITHX

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