MFS Massachusetts Investors Tr R2 (MIRTX)
40.97
-0.84 (-2.01%)
USD |
Nov 26 2021
Returns Chart
Key Stats
Customize
| Expense Ratio | Total Assets Under Management | Dividend Yield | Turnover Ratio |
|---|---|---|---|
| 0.96% | 7.594B | 0.39% | 16.00% |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized All Time Total Returns (Daily) | Max Drawdown (All) |
| -477.22M | 26.92% | Upgrade | Upgrade |
Basic Info
| Investment Strategy | |
| 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. |
| General | |
| Security Type | Mutual Fund |
| Oldest Share Symbol | MITTX |
| Equity Style | Large Cap/Blend |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Large Blend |
| Category Index | Russell 1000 TR USD |
| Prospectus Objective | Growth |
| Fund Owner Firm Name | MFS |
| Prospectus Benchmark Index | |
| S&P 500 TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Edward (ted) Maloney | 9.59 yrs |
| Alison O'Neill | 3.51 yrs |
| Jude Jason | 0.34 yrs |
Net Fund Flows Versus Category
1 Month
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1 Year
% Rank:
84
-477.22M
-29.04B
Category Low
33.85B
Category High
3 Months
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3 Years
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6 Months
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5 Years
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YTD
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10 Years
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As of October 31, 2021
Performance Versus Category
As of November 26, 2021. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
Edit comparables
As of November 26, 2021.
Asset Allocation
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Microsoft Corp | 6.11% | 329.68 | -2.44% |
| Alphabet Inc Class A | 5.57% | 2843.66 | -2.69% |
| JPMorgan Chase & Co | 2.80% | 161.93 | -3.01% |
| Bank of America Corp | 2.63% | 45.76 | -3.93% |
| Apple Inc | 2.34% | 156.81 | -3.17% |
| Thermo Fisher Scientific Inc | 2.14% | 638.74 | 0.91% |
| Johnson & Johnson | 1.97% | 159.20 | -0.65% |
| Alphabet Inc Class C | 1.94% | 2856.12 | -2.67% |
| American Tower Corp | 1.93% | 262.87 | -0.98% |
| Meta Platforms Inc Class A | 1.91% | 333.12 | -2.33% |
Basic Info
| Investment Strategy | |
| 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. |
| General | |
| Security Type | Mutual Fund |
| Oldest Share Symbol | MITTX |
| Equity Style | Large Cap/Blend |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Large Blend |
| Category Index | Russell 1000 TR USD |
| Prospectus Objective | Growth |
| Fund Owner Firm Name | MFS |
| Prospectus Benchmark Index | |
| S&P 500 TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Edward (ted) Maloney | 9.59 yrs |
| Alison O'Neill | 3.51 yrs |
| Jude Jason | 0.34 yrs |
Fundamentals
| General | |
| Distribution Yield | Upgrade |
| Dividend Yield TTM (11-26-21) | 0.39% |
| 30-Day SEC Yield (12-31-06) | Upgrade |
| 7-Day SEC Yield (6-28-19) | Upgrade |
| Number of Holdings | Upgrade |
| Stock | |
| Weighted Average PE Ratio | 26.16 |
| Weighted Average Price to Sales Ratio | Upgrade |
| Weighted Average Price to Book Ratio | Upgrade |
| Weighted Median ROE | Upgrade |
| Weighted Median ROA | Upgrade |
| Forecasted Dividend Yield | Upgrade |
| Forecasted PE Ratio | Upgrade |
| Forecasted Price to Sales Ratio | Upgrade |
| Forecasted Price to Book Ratio | Upgrade |
As of October 31, 2021
Growth Estimates
Fund Details
| Key Dates | |
| Inception Date | 10/31/2003 |
| Last Annual Report Date | 12/31/2020 |
| Last Prospectus Date | 4/30/2021 |
| Share Classes | |
| EAMTX | A |
| EBMTX | B |
| ECITX | C |
| MITBX | B |
| MITCX | C |
| MITDX | Retirement |
| MITGX | Retirement |
| MITHX | Retirement |
| MITIX | Inst |
| MITJX | Retirement |
| MITTX | A |
| Attributes | |
| Enhanced Index Fund | No |
| Index Fund | No |
| Inverse Fund | No |
| Leveraged Fund | No |
| Fund of Funds | No |
| Currency Hedged Fund | No |
| Synthetic Replication Fund | No |
| Has Dividend Investment Plan | No |
| Socially Responsible Fund | No |