MFS Massachusetts Investors Trust R4 (MITDX)
40.40
+0.05
(+0.12%)
USD |
Dec 04 2025
MITDX Asset Allocations & Exposures
Asset Allocation
As of October 31, 2025.
| Type | % Net |
|---|---|
| Cash | 0.18% |
| Stock | 99.82% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.00% |
Market Capitalization
As of October 31, 2025
| Large | 83.18% |
| Mid | 13.18% |
| Small | 3.64% |
Region Exposure
| Americas | 84.41% |
|---|---|
|
North America
|
84.41% |
| United States | 84.41% |
|
Latin America
|
0.00% |
As of October 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 14.95% |
|---|---|
| United Kingdom | 2.66% |
|
Europe Developed
|
10.91% |
| France | 0.78% |
| Ireland | 8.75% |
| Switzerland | 1.37% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
1.38% |
| Israel | 1.38% |
| Greater Asia | 0.65% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.65% |
| Singapore | 0.65% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 0.00% |
|---|
Stock Sector Exposure
| Cyclical |
|
23.92% |
| Materials |
|
0.94% |
| Consumer Discretionary |
|
7.53% |
| Financials |
|
14.59% |
| Real Estate |
|
0.85% |
| Sensitive |
|
57.25% |
| Communication Services |
|
8.70% |
| Energy |
|
2.48% |
| Industrials |
|
11.23% |
| Information Technology |
|
34.83% |
| Defensive |
|
18.84% |
| Consumer Staples |
|
5.01% |
| Health Care |
|
10.70% |
| Utilities |
|
3.13% |
| Not Classified |
|
0.00% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
0.00% |
As of October 31, 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 | -- |