Nasdaq - Delayed Quote USD

MFS Massachusetts Investors Tr R4 (MITDX)

41.71 -0.51 (-1.21%)
At close: November 15 at 8:00 PM EST
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DELL
  • Previous Close 42.22
  • YTD Return 17.79%
  • Expense Ratio 0.46%
  • 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 0.85%
  • 5y Average Return --
  • Holdings Turnover 20.00%
  • Last Dividend 0.08
  • 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: MITDX

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

YTD Return

MITDX
17.79%
Category
5.31%
?

1-Year Return

MITDX
33.38%
Category
20.31%
?

3-Year Return

MITDX
6.29%
Category
6.48%
?

5-Year Return

MITDX
12.93%
Category
11.78%
?

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Holdings: MITDX

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Top 10 Holdings (38.07% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 8.15%
GOOGL
Alphabet Inc. 5.31%
NVDA
NVIDIA Corporation 5.23%
AMZN
Amazon.com, Inc. 4.42%
AAPL
Apple Inc. 4.19%
JPM
JPMorgan Chase & Co. 2.59%
V
Visa Inc. 2.19%
COP
ConocoPhillips 2.08%
CRM
Salesforce, Inc. 2.01%
AMT
American Tower Corporation 1.92%

Sector Weightings

Recent News: MITDX

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Research Reports: MITDX

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