MITBX Rating, Research - Mfs Massachusetts Investors Tr B

Mfs Massachusetts Investors Tr B (mitbx)

Last Updated by WikiWealth | Update This Page Now

►Summary | Add New Mutual Fund | Feedback

Short Term Rating Stock Ratings Help
placeholder_summary.png

Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
%
%
%
%
%

Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands
Long Term Rating Stock Ratings Help

HOLD

SWOT Statistics

Strengths + Opportunities = 249

Threats + Weaknesses = 145

When strengths & opportunities substantially exceed threats & weaknesses an investment in the mitbx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Mfs Massachusetts Investors Tr B (MITBX) Description: MITBX is a mutual fund, which is an investment that owns a basket of assets. The MITBX mutual fund was provided by Mfs and this investment vehicle derives the majority of its value from equity holdings (stocks). Mfss mutual fund has a medium management tenure and is in the average fund size classification. MITBXs minimum initial investment amount is $1000 while the IRA minimum is $250. MITBXs expense ratio is roughly 2%. The latest MITBXs front end load was 0% and the back end load was 4%. The Mfs Massachusetts Investors Tr B (MITBX) mutual fund falls under the large-cap mixed category. MITBX focuses its investments in USA and MITBX is not affiliated with a particular industry or fund sector. The Mfs Massachusetts Investors Tr B (MITBX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find MITBXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of MITBXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth and income. The funds primary strategy seeks to replicate the performance of the Standard & Poors 500 Composite Stock Price Index (the "S&P 500 Index"). It also employs a global tactical asset allocation overlay component. Normally the fund invests at least 80% of total assets, determined at the time of purchase, in stocks (see stock research) of companies included in the S&P 500 Index.


Management Analysis Update


Performance Analysis Update