MITIX Mutual Fund

MITIX Mutual Fund (Massachusetts Investors Trust Class I) is managed by MFS Investment Management with $1.33B in net assets. MITIX expense ratio is 0.44%, holding 70 positions across sectors including Information Technology, Financials, Industrials. Inception date: 1997-01-02.

MITIX performance shows a YTD return of 9.53%. The 1-year return is 15.49% and the 5-year return is 9.61%. MITIX dividend yield stands at 11.95%, paid semi-annually.

MITIX top holdings include Nvidia Corp. (6.7%), Apple, Inc (6.4%), Microsoft Corp (6.2%), Alphabet Inc Common Stock USD 0.001 (5.6%), Amazon.Com Inc (4.6%). Go to all MITIX holdings, MITIX sectors, or MITIX dividends.

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