Massachusetts Investors Trust Fund Quote
| MITGX Fund | USD 37.47 0.21 0.56% |
Performance10 of 100
| Odds Of DistressLess than 19
|
Massachusetts Investors is trading at 37.47 as of the 16th of December 2024; that is 0.56% down since the beginning of the trading day. The fund's open price was 37.68. Massachusetts Investors has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. The performance scores are derived for the period starting the 27th of December 2022 and ending today, the 16th of December 2024. Click here to learn more.
The fund normally invests the funds assets primarily in equity securities. Equity securities include common stocks and other securities that represent an ownership interest in a company or other issuer. While it may invest the funds assets in companies of any size, the fund primarily invests in companies with large capitalizations. More on Massachusetts Investors Trust
Massachusetts Mutual Fund Highlights
| Fund Concentration | MFS Funds, Large Blend Funds, Large Blend, MFS (View all Sectors) |
| Update Date | 31st of December 2024 |
Massachusetts Investors Trust [MITGX] is traded in USA and was established 16th of December 2024. Massachusetts Investors is listed under MFS category by Fama And French industry classification. The fund is listed under Large Blend category and is part of MFS family. This fund now has accumulated 6.56 B in assets with no minimum investment requirementsMassachusetts Investors is currently producing year-to-date (YTD) return of 22.81%, while the total return for the last 3 years was 7.15%.
Check Massachusetts Investors Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Massachusetts Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Massachusetts Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Massachusetts Investors Trust Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Massachusetts Investors Trust Mutual Fund Constituents
| EOG | EOG Resources | Stock | Energy | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| DHR | Danaher | Stock | Health Care | |
| FIS | Fidelity National Information | Stock | Financials | |
| VRTX | Vertex Pharmaceuticals | Stock | Health Care | |
| V | Visa Class A | Stock | Financials | |
| TMO | Thermo Fisher Scientific | Stock | Health Care | |
| MSFT | Microsoft | Stock | Information Technology |
Massachusetts Investors Risk Profiles
| Mean Deviation | 0.4271 | |||
| Semi Deviation | 0.374 | |||
| Standard Deviation | 0.5816 | |||
| Variance | 0.3383 |
Massachusetts Investors Against Markets
Other Information on Investing in Massachusetts Mutual Fund
Massachusetts Investors financial ratios help investors to determine whether Massachusetts Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Massachusetts with respect to the benefits of owning Massachusetts Investors security.
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