Massachusetts Investors Trust Cl R2
Massachusetts Investors Trust Cl R2 (MIRTX)
MIRTX is a mutual fund that focuses on investing in a diverse portfolio of securities, primarily in the state of Massachusetts. It is classified as a Class R2 fund, which typically has lower fees and expenses compared to other classes. This fund is managed by Massachusetts Investors Trust, a reputable investment management company with a long history of successful fund management. MIRTX aims to provide long-term capital growth and income for its investors through a combination of carefully selected stocks and bonds. With a focus on the local economy and a proven track record, MIRTX may be a suitable option for investors looking for a well-managed, low-cost mutual fund.
MIRTX Mutual Fund Chart & Stats
- Previous Close
- $34.84
- Sub-Category
- Large Cap
- Total Liabilities
- $2.34M
- Expense Ratio
- 0.94%
- Holding Count
- 69
- Brand
- Massachusetts Investors Trust
- Category
- Equity
- Total Assets
- 6.83B
- Shares Outstanding
- N/A
- 52-Week Range
- $29.85 - $36.35
MIRTX Mutual Fund News
MIRTX Mutual Fund Smart Score
Top 10 Holdings
| Name | Weight % |
|---|---|
| NVDANvidia Corporation | 7.79% |
| AAPLApple Inc | 6.39% |
| GOOGLAlphabet Inc. Class A | 6.22% |
| MSFTMicrosoft | 4.73% |
| AMZNAmazon.Com, Inc. | 4.70% |
| AVGOBroadcom Inc. | 3.61% |
| JPMJPMorgan Chase & Co. | 2.69% |
| METAMeta Platforms, Inc. | 2.37% |
| KLACKla Corporation | 2.08% |
| STXSeagate Technology | 1.96% |
| Total | 42.52% |
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