MITDX Mutual Fund
MITDX Mutual Fund
Massachusetts Investors Trust Class R4
MITDX Mutual Fund Overview
MITDX Mutual Fund (Massachusetts Investors Trust Class R4) is managed by MFS Investment Management with $22.7M in net assets. MITDX expense ratio is 0.44%, holding 70 positions across sectors including Information Technology, Unknown, Financials. Inception date: 2005-04-01.
MITDX performance shows a YTD return of 6.49%. The 1-year return is 15.07% and the 5-year return is 7.80%. MITDX dividend yield stands at 13.38%, paid semi-annually.
MITDX 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 MITDX holdings, sector breakdown, or dividend history.
MITDX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MITDX alternatives are available via the screener, along with tax-loss harvesting opportunities.