MITHX Mutual Fund

MITHX Mutual Fund (Massachusetts Investors Trust Class R3) is managed by MFS Investment Management with $136.9M in net assets. MITHX expense ratio is 0.69%, holding 72 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2005-04-01.

MITHX performance shows a YTD return of 10.40%. The 1-year return is 15.39% and the 5-year return is 9.14%. MITHX dividend yield stands at 12.34%, paid semi-annually.

MITHX 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 MITHX holdings, MITHX sectors, or MITHX dividends.

MITHX can be compared against other funds. Use MITHX overlap to find shared positions, or MITHX vs another fund for a side-by-side view. MITHX alternatives are available via the screener, along with tax-loss harvesting opportunities.