MFS Massachusetts Investors Trust R4 (MITDX)
35.22
-0.14
(-0.40%)
USD |
Mar 13 2026
MITDX Asset Allocations & Exposures
Asset Allocation
As of January 31, 2026.
| Type | % Net |
|---|---|
| Cash | 0.60% |
| Stock | 99.40% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.00% |
Market Capitalization
As of January 31, 2026
| Large | 83.14% |
| Mid | 12.86% |
| Small | 4.00% |
Region Exposure
| Americas | 84.19% |
|---|---|
|
North America
|
84.19% |
| United States | 84.19% |
|
Latin America
|
0.00% |
As of January 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 14.65% |
|---|---|
| United Kingdom | 2.97% |
|
Europe Developed
|
10.45% |
| France | 0.70% |
| Ireland | 8.27% |
| Switzerland | 1.48% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
1.22% |
| Israel | 1.22% |
| Greater Asia | 1.16% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
1.16% |
| Singapore | 1.16% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 0.00% |
|---|
Stock Sector Exposure
| Cyclical |
|
23.52% |
| Materials |
|
1.33% |
| Consumer Discretionary |
|
7.31% |
| Financials |
|
14.55% |
| Real Estate |
|
0.34% |
| Sensitive |
|
57.35% |
| Communication Services |
|
9.61% |
| Energy |
|
2.90% |
| Industrials |
|
11.16% |
| Information Technology |
|
33.68% |
| Defensive |
|
19.13% |
| Consumer Staples |
|
5.19% |
| Health Care |
|
10.80% |
| Utilities |
|
3.14% |
| Not Classified |
|
0.00% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
0.00% |
As of January 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 | -- |