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MITGX
Mutual Fund ticker: NASDAQ
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NET ASSETS

MFS Massachusetts Investors Tr R1 (MITGX) Ownership - Who owns MFS Massachusetts Investors Tr R1?

The investment seeks capital appreciation... Show more

Category: #Large Blend

Profile

Category
Large Blend
Address
Massachusetts Investors Trust111 Huntington Avenue 24th FloorBoston
Phone
1-800-637-2929
Web
http://www.mfs.com

Details

Group
Domestic Stock Funds
Category
Large Blend
Total Expense Ratio
1.46
Min. Initial Investment
N/A
Fund Existence
about 20 years
Turnover
25.00
Front Load
N/A
Net Assets
6467088000.00
Manager Tenure
N/A

Fundamentals

MITGX
Net Assets
6.47B
Fund Existence
about 20 years
Turnover
25.00
Total Expense Ratio
1.46
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
0
Min. Initial Investment IRA
N/A
Morningstar Category
Large Blend
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.46
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
No
Fund Share Class Net Assets
4.21M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.33
Modified Duration
N/A
No Load Fund
No
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
-2.012
Annual Yield % from dividends
0.00
Returns for 1 year
-8.27
Returns for 3 years
-13.66
Returns for 5 years
33.57
Returns for 10 years
12.87
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General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Massachusetts Investors Trust111 Huntington Avenue 24th FloorBoston
Phone
1-800-637-2929
Web
http://www.mfs.com