MITHX Mutual Fund
MITHX Mutual Fund
Massachusetts Investors Trust Class R3
MITHX Mutual Fund Overview
MITHX Mutual Fund (Massachusetts Investors Trust Class R3) is managed by MFS Investment Management with $137.2M in net assets. MITHX expense ratio is 0.69%, holding 70 positions across sectors including Information Technology, Unknown, Financials. Inception date: 2005-04-01.
MITHX performance shows a YTD return of 6.37%. The 1-year return is 14.80% and the 5-year return is 7.47%. MITHX dividend yield stands at 13.64%, paid semi-annually.
MITHX 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 MITHX holdings, sector breakdown, or dividend history.
MITHX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MITHX alternatives are available via the screener, along with tax-loss harvesting opportunities.