MITBX Mutual Fund
MITBX Mutual Fund
Massachusetts Investors Trust Class B
MITBX Mutual Fund Overview
MITBX Mutual Fund (Massachusetts Investors Trust Class B) is managed by MFS Investment Management with $2.6M in net assets. MITBX expense ratio is 1.44%, holding 70 positions across sectors including Information Technology, Unknown, Financials. Inception date: 1993-09-07.
MITBX performance shows a YTD return of 5.99%. The 1-year return is 13.92% and the 5-year return is 11.56%. MITBX dividend yield stands at 13.98%, paid semi-annually.
MITBX 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 MITBX holdings, sector breakdown, or dividend history.
MITBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MITBX alternatives are available via the screener, along with tax-loss harvesting opportunities.