MFS Massachusetts Investors Trust R1 (MITGX)
31.39
-0.16
(-0.51%)
USD |
Feb 04 2026
MITGX Asset Allocations & Exposures
Asset Allocation
As of December 31, 2025.
| Type | % Net |
|---|---|
| Cash | 0.77% |
| Stock | 99.23% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.00% |
Market Capitalization
As of December 31, 2025
| Large | 83.60% |
| Mid | 12.49% |
| Small | 3.91% |
Region Exposure
| Americas | 84.46% |
|---|---|
|
North America
|
84.46% |
| United States | 84.46% |
|
Latin America
|
0.00% |
As of December 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 14.73% |
|---|---|
| United Kingdom | 2.86% |
|
Europe Developed
|
10.58% |
| France | 0.83% |
| Ireland | 8.22% |
| Switzerland | 1.53% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
1.29% |
| Israel | 1.29% |
| Greater Asia | 0.80% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.80% |
| Singapore | 0.80% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 0.00% |
|---|
Stock Sector Exposure
| Cyclical |
|
24.28% |
| Materials |
|
1.17% |
| Consumer Discretionary |
|
7.43% |
| Financials |
|
15.23% |
| Real Estate |
|
0.45% |
| Sensitive |
|
56.71% |
| Communication Services |
|
9.12% |
| Energy |
|
2.60% |
| Industrials |
|
10.79% |
| Information Technology |
|
34.20% |
| Defensive |
|
19.01% |
| Consumer Staples |
|
4.93% |
| Health Care |
|
10.93% |
| Utilities |
|
3.15% |
| Not Classified |
|
0.00% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
0.00% |
As of December 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 | -- |