Massachusetts Investors Trust Fund Quote
| MITIX Fund | USD 33.87 0.49 1.47% |
PerformanceVery Weak
| Odds Of DistressLow
|
Massachusetts Investors is trading at 33.87 as of the 24th of March 2025; that is 1.47 percent increase since the beginning of the trading day. The fund's open price was 33.38. Massachusetts Investors has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 24th of December 2024 and ending today, the 24th of March 2025. 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 March 2025 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Massachusetts Investors Trust [MITIX] is traded in USA and was established 24th of March 2025. 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 6.35 B in assets with no minimum investment requirementsMassachusetts Investors is currently producing year-to-date (YTD) return of 2.47% with the current yeild of 0.01%, while the total return for the last 3 years was 8.25%.
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
| CTSH | Cognizant Technology Solutions | Stock | Information Technology | |
| ACN | Accenture plc | Stock | Information Technology | |
| VRTX | Vertex Pharmaceuticals | Stock | Health Care | |
| AAPL | Apple Inc | Stock | Information Technology | |
| V | Visa Class A | Stock | Financials | |
| TMO | Thermo Fisher Scientific | Stock | Health Care | |
| MSFT | Microsoft | Stock | Information Technology | |
| MDT | Medtronic PLC | Stock | Health Care |
Massachusetts Investors Risk Profiles
| Mean Deviation | 0.8971 | |||
| Standard Deviation | 1.72 | |||
| Variance | 2.95 | |||
| Risk Adjusted Performance | (0.12) |
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.
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance |