MITGX Mutual Fund
MITGX Mutual Fund
MITGX Mutual Fund
Massachusetts Investors Trust Class R1
MITGX Mutual Fund Overview
MITGX Mutual Fund (Massachusetts Investors Trust Class R1) is managed by MFS Investment Management with $3.2M in net assets. MITGX expense ratio is 1.44%, holding 72 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2005-04-01.
MITGX performance shows a YTD return of 9.89%. The 1-year return is 14.54% and the 5-year return is 8.32%. MITGX dividend yield stands at 13.62%, paid semi-annually.
MITGX 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 MITGX holdings, MITGX sectors, or MITGX dividends.
MITGX can be compared against other funds. Use MITGX overlap to find shared positions, or MITGX vs another fund for a side-by-side view. MITGX alternatives are available via the screener, along with tax-loss harvesting opportunities.