Massachusetts Investors TrustMIRTX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$6.3B
Expense ratio
0.94%
1-year return
+15.1%
3 years, a year
+16.6%
5 years, a year
+8.9%
Holdings
70
What it aims to do.
The funds investment objective is to seek capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| NVDA NVIDIA Corp | 6.69% |
| AAPL Apple Inc | 6.41% |
| MSFT Microsoft Corp | 6.20% |
| GOOGL Alphabet Inc | 5.59% |
| AMZN Amazon.com Inc | 4.59% |
| META Meta Platforms Inc | 2.92% |
| JPM JPMorgan Chase & Co | 2.70% |
| COP ConocoPhillips | 1.95% |
| LRCX Lam Research Corp | 1.91% |
| GS Goldman Sachs Group Inc/The | 1.81% |
More on MIRTX.
- MIRTX overview
- MIRTX holdings
- MIRTX risk
- MIRTX costs
- MIRTX money in and out
- MIRTX share classes
- Compare MIRTX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.