MFS Massachusetts Investors Trust I (MITIX)
33.32
+0.44
(+1.34%)
USD |
May 02 2025
MITIX Asset Allocations & Exposures
Asset Allocation
As of March 31, 2025.
| Type | % Net |
|---|---|
| Cash | 0.56% |
| Stock | 99.44% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.00% |
Market Capitalization
As of March 31, 2025
| Large | 84.21% |
| Mid | 12.25% |
| Small | 3.54% |
Region Exposure
| Americas | 81.65% |
|---|---|
|
North America
|
81.65% |
| Canada | 0.26% |
| United States | 81.39% |
|
Latin America
|
0.00% |
As of March 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 18.35% |
|---|---|
| United Kingdom | 3.49% |
|
Europe Developed
|
12.91% |
| France | 0.80% |
| Ireland | 9.90% |
| Netherlands | 0.71% |
| Switzerland | 1.49% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
1.95% |
| Israel | 1.95% |
| Greater Asia | 0.00% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 0.00% |
|---|
Stock Sector Exposure
| Cyclical |
|
18.20% |
| Materials |
|
3.05% |
| Consumer Discretionary |
|
3.08% |
| Financials |
|
10.15% |
| Real Estate |
|
1.92% |
| Sensitive |
|
56.24% |
| Communication Services |
|
6.95% |
| Energy |
|
3.68% |
| Industrials |
|
10.04% |
| Information Technology |
|
35.57% |
| Defensive |
|
21.29% |
| Consumer Staples |
|
6.00% |
| Health Care |
|
12.81% |
| Utilities |
|
2.48% |
| Not Classified |
|
4.27% |
| Non Classified Equity |
|
4.27% |
| Not Classified - Non Equity |
|
0.00% |
As of July 31, 2024