MITBX Mutual Fund
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 $2.4M in net assets. MITBX expense ratio is 1.44%, holding 70 positions across sectors including Information Technology, Financials, Industrials. Inception date: 1993-09-07.
MITBX performance shows a YTD return of 8.55%. The 1-year return is 14.34% and the 5-year return is 8.51%. MITBX dividend yield stands at 12.62%, paid semi-annually.
MITBX top holdings include Nvidia Corp (7.8%), Apple, Inc (6.5%), Alphabet Inc,class A (6.1%), Microsoft Corp (5.8%), Amazon.Com Inc (5.2%). Go to all MITBX holdings, MITBX sectors, or MITBX dividends.
MITBX can be compared against other funds. Use MITBX overlap to find shared positions, or MITBX vs another fund for a side-by-side view. MITBX alternatives are available via the screener, along with tax-loss harvesting opportunities.