MIRTX Mutual Fund
MIRTX Mutual Fund
Massachusetts Investors Trust Cl R2
MIRTX Mutual Fund Overview
MIRTX Mutual Fund (Massachusetts Investors Trust Cl R2) is managed by MFS Investment Management with $58.7M in net assets. MIRTX expense ratio is 0.94%, holding 70 positions across sectors including Information Technology, Unknown, Financials. Inception date: 2003-10-31.
MIRTX performance shows a YTD return of 6.23%. The 1-year return is 14.48% and the 5-year return is 7.07%. MIRTX dividend yield stands at 14.67%, paid semi-annually.
MIRTX top holdings include Nvidia Corp (6.7%), Apple Inc (6.4%), Microsoft Corp 4.100 Feb 06 37 (6.2%), 'alphabet Inc., Class 'a'' (5.6%), Amazon.Com Inc (4.6%). View all MIRTX holdings, sector breakdown, or dividend history.
MIRTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MIRTX alternatives are available via the screener, along with tax-loss harvesting opportunities.