MIRTX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

MFS Massachusetts Investors Tr R2 (MIRTX) Ownership - Who owns MFS Massachusetts Investors Tr R2?

The investment seeks capital appreciation... Show more

Category: #Large Blend

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

MIRTX

Net Assets

5.76B

Fund Existence

over 21 years

Turnover

25.00

Total Expense Ratio

0.96

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

Min. Initial Investment IRA

N/A

Morningstar Category

Large Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.96

Assets in Top Ten Holdings

2.48B

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

61.9M

Fund Type

OpenEnd

Index Fund

Management Fee

0.33

Modified Duration

N/A

No Load Fund

Number of Long Holdings

64.00

Number of Net Holdings

64.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

40.15%

Gain YTD

-11.155

Annual Yield % from dividends

0.27

Returns for 1 year

-15.98

Returns for 3 years

-19.16

Returns for 5 years

12.18

Returns for 10 years

8.06

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General Information

Category LargeBlend

Profile

Fundamentals

Details