About MIRTX
MFS Massachusetts Investors Trust R2 is an open-end mutual fund focused on achieving capital appreciation through equity investments. Launched in 1924, this fund is recognized as America's first mutual fund and boasts a long-standing history in the U.S. investment landscape. Its primary investment approach centers on large-cap, high-quality companies characterized by durable business models, solid balance sheets, and strong management teams. The portfolio seeks above-average, durable growth potential while maintaining a disciplined emphasis on reasonable valuations. The fund predominantly invests in common stocks and aims to provide broad exposure to the U.S. equity market, making it representative of the large-blend category. Benchmarked against the S&P 500 Index, the fund's objective and construction align with those seeking consistent exposure to core U.S. equities. The R2 share class, available to eligible investors, features no initial sales charge or contingent deferred sales charge, but does include a 0.50% annual 12b-1 fee. With net assets exceeding $6 billion as of early 2025, MFS Massachusetts Investors Trust R2 plays a notable role in diversified equity portfolios for institutions and retirement plans, emphasizing stability, durability, and growth within the U.S. market.
Fund Family MFS
Category Large Blend
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol MIRTX
Share Class R2
Index S&P 500 TR
MIRTX had a total return of 16.25% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.06%.
