MITBX:NASDAQ
MFS Massachusetts Investors Trust Class B – MITBX Fund Overview
| Last Price | Today's Change | 52-Week Range | Trading Volume |
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| 34.90 | -0.40 (-1.13%) | 29.43 - 39.88 | -- |
Market data as of 12:00AM 08/05/25. Quotes are delayed by at least 15 min.
Overview - MITBX
The investment seeks capital appreciation.
The fund normally invests the fund's assets primarily in equity securities. Equity securities include common stocks, depositary receipts, and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. While it may invest the fund's assets in companies of any size, the fund primarily invests in companies with large capitalizations. It may invest the fund's assets in foreign securities.
Growth of $10,000 (10 Years)
| Total Return | 8.82% |
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| Yield (Trailing 12 Mo.) | 0.00% |
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| Expense Ratio | 1.45% |
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| Front Load | None |
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| Deferred Load | 4.00% |
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| Minimum Investment | $1,000 |
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| Management Tenure | 7 Years |
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| Fund Inception | 09/07/1993 |
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Trailing Total Returns - MITBX
as of 06/30/2025
| Timeframe | MITBX | S&P 500 | Large Blend |
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| 1 Month | 4.18% | 2.24% | 4.65% |
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| 3 Month | 8.12% | 14.21% | 9.94% |
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| Year-to-Date | 5.20% | 8.59% | 5.74% |
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| 1 Year | 9.60% | 16.33% | 13.30% |
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| 3 Year | 14.65% | 17.10% | 17.55% |
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| 5 Year | 13.07% | 15.88% | 15.14% |
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| 10 Year | 10.85% | 13.66% | 12.05% |
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| Since Inception | 8.82% | 11.16% | -- |
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Sector Allocation - MITBX
as of 06/30/2025
| Basic Materials | | 1.18% |
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| Consumer Cyclical | | 6.99% |
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| Financial Services | | 17.53% |
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| Real Estate | | 1.60% |
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| Consumer Defensive | | 6.41% |
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| Healthcare | | 11.43% |
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| Utilities | | 3.42% |
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| Communication Services | | 7.41% |
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| Energy | | 2.62% |
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| Industrials | | 12.02% |
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| Technology | | 29.39% |
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Asset Allocation - MITBX
as of 06/30/2025
| By Percent | Short | 0% | Long | Net |
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| Stock | -- | | | 94.05 | 94.05 |
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| Bond | -- | | | 0.00 | 0.00 |
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| Other | -- | | | 0.00 | 0.00 |
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| Foreign Stock | -- | | | 5.55 | 5.55 |
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| Foreign Bond | -- | | | 0.00 | 0.00 |
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| Total | -- | | | 99.60 | 99.60 |
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| Cash | -- | | | 0.40 | 0.40 |
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| Total Net Assets | $6.76B |
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| Total Stock Holdings | 65 |
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| Total Bond Holdings | 0 |
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Top Ten Holdings - MITBX
as of 06/30/2025
Valuation & Growth - MITBX
as of 06/30/2025
| Valuation | MITBX | Category Range |
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| Price/Earnings | 26.36 | |
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| Price/Book | 4.76 | |
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| Price/Sales | 3.77 | |
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| Price/Cash Flow | 18.59 | |
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| Dividend Yield | 1.46 | |
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| LT Earnings | 8.68 | |
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| Historical Earnings | 15.79 | |
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| Sales Growth | 8.59 | |
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| Cash-Flow Growth | 13.14 | |
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| Book-Value Growth | 7.98 | |
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