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Massachusetts Investors Trust - C: (MF: MITCX)
(NASDAQ Mutual Funds) As of Feb 11, 2026 05:12 PM ET
$32.04 USD
0.00 (NA)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jan 31, 2026
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.58 | 33 |
| 3 months | 2.95 | 40 |
| 6 months | 7.75 | 49 |
| 1 Year | 12.02 | 43 |
| 3 Year | 15.52 | 50 |
| 5 Year | 11.42 | 47 |
| 10 Year | 12.62 | 53 |
* Annual for three years and beyond.
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Portfolio Statistics
| % Unrealized Gain | 46.97 |
| % Yield | NA |
| % SEC Yield | NA |
| Net Assets (Mil $) 1/31/2026 | 59.28 |
| % Turnover 1/31/2026 | 32.00 |
Risk
| 3 Year | 5 Year | 10 Year | |
|---|---|---|---|
| Beta | 0.95 | 0.93 | 0.95 |
| Alpha | -4.08 | -2.43 | -1.98 |
| R Squared | 0.95 | 0.97 | 0.97 |
| Std. Dev. | 11.31 | 14.15 | 14.42 |
| Sharpe | 0.98 | 0.63 | 1.00 |
Sector / Country Weightings
| As of 1/31/2026 | % of Portfolio |
|---|---|
| Technology | 40.95 |
| Finance | 16.43 |
| Retail Trade | 9.46 |
| Health | 7.48 |
| Industrial Cyclical | 6.55 |
| Non-Durable | 4.32 |
| Consumer Durables | 3.54 |
| Utilities | 3.08 |
| Other | 2.88 |
| Services | 2.71 |
| Energy | 2.60 |
Portfolio Holdings
| Top Equity Holdings (As of 9/30/2025) |
% of Portfolio | Value (Mil$) |
|---|---|---|
| MICROSOFT CORP | 8.60 | 596.55 |
| NVIDIA CORP | 6.90 | 478.57 |
| APPLE INC | 6.05 | 419.29 |
| AMAZON.COM INC | 4.69 | 325.08 |
| ALPHABET INC CLASS A | 4.63 | 320.99 |
| META PLATFORMS INC | 3.90 | 270.56 |
| JPMORGAN CHASE & CO | 2.84 | 196.80 |
| VISA INC | 1.99 | 137.74 |
| MASTERCARD INC | 1.90 | 131.76 |
Stock Holding % of Net Assets
| As Of | 9/30/2025 |
| Total Issues | 66 |
| Avg. P/E | 30.93 |
| Avg. P/Book | 3.73 |
| Avg. EPS Growth | 10.19 |
| Avg. Market Value (Mil $) | 615,901 |
Composition
| % of Portfolio | |
| Stocks | 99.70 |
| Foreign Stocks | 12.92 |
| Cash | 0.35 |
| Bonds | 0.00 |
| Foreign Bonds | 0.00 |
| Preferred | 0.00 |
| Convertible | 0.00 |
| Other | -0.05 |
| Foreign Hedged | 0.00 |
Style Analysis
| % of Portfolio | |
| Large Growth | 21.57 |
| Large Value | 25.34 |
| Small Growth | 0.96 |
| Small Value | 0.00 |
| Foreign Stock | 10.22 |
| Emerging Market | 0.00 |
| Precious Metal | 0.00 |
| Intermediate Bond | 0.00 |
| Foreign Bond | 34.74 |
| High Yield Bond | 0.00 |