MFS Massachusetts Investors Trust Class R2
MIRTX
NASDAQ
| Weiss Ratings | MIRTX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | MIRTX-NASDAQ | Click to Compare |
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| Provider | MFS | |||
| Manager/Tenure (Years) | Alison O'Neill (7), Jude Jason (4) | |||
| Website | http://www.mfs.com | |||
| Fund Information | MIRTX-NASDAQ | Click to Compare |
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| Fund Name | MFS Massachusetts Investors Trust Class R2 | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | Oct 31, 2003 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | MIRTX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.38% | |||
| Dividend | MIRTX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.35% | |||
| Asset Allocation | MIRTX-NASDAQ | Click to Compare |
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| Cash | 0.64% | |||
| Stock | 99.37% | |||
| U.S. Stock | 94.99% | |||
| Non-U.S. Stock | 4.38% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | MIRTX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.71% | |||
| 30-Day Total Return | 1.97% | |||
| 60-Day Total Return | 1.24% | |||
| 90-Day Total Return | 6.22% | |||
| Year to Date Total Return | 8.07% | |||
| 1-Year Total Return | 12.20% | |||
| 2-Year Total Return | 36.25% | |||
| 3-Year Total Return | 53.21% | |||
| 5-Year Total Return | 77.13% | |||
| Price | MIRTX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | MIRTX-NASDAQ | Click to Compare |
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| Nav | $34.53 | |||
| 1-Month Low NAV | $33.94 | |||
| 1-Month High NAV | $34.94 | |||
| 52-Week Low NAV | $28.65 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $38.96 | |||
| 52-Week High Price (Date) | Dec 04, 2024 | |||
| Beta / Standard Deviation | MIRTX-NASDAQ | Click to Compare |
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| Beta | 0.95 | |||
| Standard Deviation | 14.26 | |||
| Balance Sheet | MIRTX-NASDAQ | Click to Compare |
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| Total Assets | 6.83B | |||
| Operating Ratios | MIRTX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.95% | |||
| Turnover Ratio | 25.00% | |||
| Performance | MIRTX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 16.32% | |||
| Last Bear Market Total Return | -12.75% | |||