MIRTX Mutual Fund

MIRTX Mutual Fund (Massachusetts Investors Trust Cl R2) is managed by MFS Investment Management with $60.3M in net assets. MIRTX expense ratio is 0.94%, holding 70 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2003-10-31.

MIRTX performance shows a YTD return of 8.84%. The 1-year return is 14.92% and the 5-year return is 9.06%. MIRTX dividend yield stands at 12.11%, paid semi-annually.

MIRTX top holdings include Nvidia Corp. (7.8%), Apple, Inc (6.5%), Alphabet Inc.Class A (6.1%), Microsoft Corp 4.100 Feb 06 37 (5.8%), Amazon.Com Inc (5.2%). Go to all MIRTX holdings, MIRTX sectors, or MIRTX dividends.

MIRTX can be compared against other funds. Use MIRTX overlap to find shared positions, or MIRTX vs another fund for a side-by-side view. MIRTX alternatives are available via the screener, along with tax-loss harvesting opportunities.