MFS Massachusetts Investors Trust R2 (MIRTX)
32.21
-0.05
(-0.16%)
USD |
Dec 30 2025
MIRTX Asset Allocations & Exposures
Asset Allocation
As of November 30, 2025.
| Type | % Net |
|---|---|
| Cash | 0.50% |
| Stock | 99.50% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.00% |
Market Capitalization
As of November 30, 2025
| Large | 83.65% |
| Mid | 12.50% |
| Small | 3.85% |
Region Exposure
| Americas | 84.06% |
|---|---|
|
North America
|
84.06% |
| United States | 84.06% |
|
Latin America
|
0.00% |
As of November 30, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 15.13% |
|---|---|
| United Kingdom | 2.81% |
|
Europe Developed
|
11.02% |
| France | 0.82% |
| Ireland | 8.74% |
| Switzerland | 1.46% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
1.31% |
| Israel | 1.31% |
| Greater Asia | 0.81% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.81% |
| Singapore | 0.81% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 0.00% |
|---|
Stock Sector Exposure
| Cyclical |
|
23.84% |
| Materials |
|
1.08% |
| Consumer Discretionary |
|
7.47% |
| Financials |
|
14.78% |
| Real Estate |
|
0.51% |
| Sensitive |
|
56.29% |
| Communication Services |
|
9.21% |
| Energy |
|
2.49% |
| Industrials |
|
10.93% |
| Information Technology |
|
33.66% |
| Defensive |
|
19.87% |
| Consumer Staples |
|
5.01% |
| Health Care |
|
11.45% |
| Utilities |
|
3.41% |
| Not Classified |
|
0.00% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
0.00% |
As of November 30, 2025
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |