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MIRTX Holdings List NMFQS:MIRTX

Large Blend | MFS
$34.46
↑ $0.16 (0.47%)
Last Updated: Jun 24, 2026

MFS Massachusetts Investors Trust Class R2 (MIRTX) - Large Blend fund with $6.56 Billion in assets. The fund allocates 42.62% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.

The largest holding in the fund is Microsoft Corp at 7.76% of total assets. This is followed by NVIDIA Corp (6.85%) and Alphabet Inc (5.83%).

MIRTX Holdings

Name Weight Owned Change
Microsoft Corp 7.76% - -
NVIDIA Corp 6.85% - -
Alphabet Inc 5.83% - -
Amazon.com Inc 4.82% - -
Apple Inc 6.57% - -
JPMorgan Chase Co 2.84% - -
ConocoPhillips 2.12% - -
Visa Inc 2.00% - -
Howmet Aerospace Inc 1.97% - -
Mastercard Inc 1.86% - -
Fiserv Inc 2.30% - -
Salesforce Inc 2.10% - -
Meta Platforms Inc 3.22% - -
Eaton Corp PLC 1.86% - -
Lam Research Corp 2.01% - -

Asset Allocation

Bond 0.00%
Cash 0.98%
Non US Stock 3.63%
Not Classified 0.00%
Other 0.00%
US Stock 95.39%

Market Cap

AverageMarketCap 432949.98%
Giant 45.53%
Large 34.58%
Medium 16.26%
Micro 0.00%
Small 2.65%

Sector Weights

Cash and Equivalents 3.37%
Corporate 3.37%
Derivative 3.37%
Government 3.37%
Municipal 3.37%
Securitized 3.37%
Basic Materials 1.53%
Consumer Cyclical 6.95%
Financial Services 14.13%
Real Estate 0.00%
Consumer Defensive 4.93%
Healthcare 8.57%
Utilities 3.37%
Communication Services 10.02%
Energy 3.11%
Industrials 12.06%
Technology 35.34%

World Regions

Latin America 0.00%
North America 96.33%
Asia Developed 0.00%
Asia Emerging 0.32%
Australasia 0.00%
Japan 0.00%
Africa/Middle East 0.72%
Europe Developed 2.10%
Europe Emerging 0.00%
United Kingdom 0.53%