MFS Massachusetts Investors Trust R4 (MITDX)
40.04
+0.25
(+0.63%)
USD |
Oct 26 2026
MITDX Asset Allocations & Exposures
Asset Allocation
As of August 31, 2026.
| Type | % Net |
|---|---|
| Cash | 0.50% |
| Stock | 99.50% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.00% |
Market Capitalization
As of August 31, 2026
| Large | 81.46% |
| Mid | 13.57% |
| Small | 4.97% |
Region Exposure
| Americas | 88.98% |
|---|---|
|
North America
|
88.98% |
| United States | 88.98% |
|
Latin America
|
0.00% |
As of August 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 9.59% |
|---|---|
| United Kingdom | 1.69% |
|
Europe Developed
|
7.90% |
| France | 0.52% |
| Ireland | 5.40% |
| Switzerland | 1.46% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 1.43% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
1.43% |
| Singapore | 1.43% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 0.00% |
|---|
Stock Sector Exposure
| Cyclical |
|
24.05% |
| Materials |
|
1.86% |
| Consumer Discretionary |
|
7.76% |
| Financials |
|
14.43% |
| Real Estate |
|
0.00% |
| Sensitive |
|
59.57% |
| Communication Services |
|
8.99% |
| Energy |
|
2.81% |
| Industrials |
|
11.55% |
| Information Technology |
|
36.22% |
| Defensive |
|
16.38% |
| Consumer Staples |
|
3.79% |
| Health Care |
|
9.96% |
| Utilities |
|
2.64% |
| Not Classified |
|
0.00% |
| Non Classified Equity |
|
0.00% |
As of August 31, 2026
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 | -- |