# Portfolio overlap — MITIX vs MFRFX

Comparing **Massachusetts Investors Trust** (2026-03-31) and **MFS Research Fund** (2026-03-31).

- Shared positions: 44
- Massachusetts Investors Trust covered by MFS Research Fund: 0.6127163731389069513016084093
- MFS Research Fund covered by Massachusetts Investors Trust: 0.6127163731389069513016084093

## Massachusetts Investors Trust — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.066873 | ✓ |
| APPLE INC | 0.064087 | ✓ |
| MICROSOFT CORP | 0.062005 | ✓ |
| ALPHABET INC CL A | 0.055930 | ✓ |
| AMAZON.COM INC | 0.045923 | ✓ |
| META PLATFORMS INC CL A | 0.029150 | ✓ |
| JPMORGAN CHASE and CO | 0.027035 | ✓ |
| CONOCOPHILLIPS | 0.019517 | ✓ |
| LAM RESEARCH CORP | 0.019064 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.018140 |  |
| VISA INC-CLASS A | 0.017963 |  |
| EXXON MOBIL CORP | 0.017954 | ✓ |
| RTX CORP | 0.017581 | ✓ |
| MASTERCARD INC CL A | 0.017049 | ✓ |
| CHUBB LTD | 0.016731 | ✓ |
| LINDE PLC | 0.016416 |  |
| PROCTER & GAMBLE | 0.015242 |  |
| CME GROUP INC CL A | 0.014992 | ✓ |
| ANALOG DEVICES INC | 0.014730 |  |
| XCEL ENERGY INC | 0.014446 |  |
| EMERSON ELECTRIC CO | 0.014267 | ✓ |
| MEDTRONIC PLC | 0.014097 | ✓ |
| COSTCO WHOLESALE CORP | 0.013850 |  |
| KLA CORP | 0.013679 |  |
| THERMO FISHER SCIENTIFIC INC | 0.013625 | ✓ |
| ALLIANT ENERGY CORPORATION | 0.012691 | ✓ |
| EATON CORP PLC | 0.012672 |  |
| HOWMET AEROSPACE INC | 0.012290 | ✓ |
| AON PLC | 0.012045 | ✓ |
| AMPHENOL CORPORATION CL A | 0.011997 | ✓ |
| SEAGATE TECHNOLOGY HOLDINGS PLC | 0.011921 | ✓ |
| STERIS PLC | 0.011777 | ✓ |
| THE CIGNA GROUP | 0.011086 | ✓ |
| ALLEGION PLC | 0.010859 | ✓ |
| ARISTA NETWORKS INC | 0.010661 | ✓ |
| TJX COS INC | 0.010608 | ✓ |
| TE CONNECTIVITY PLC | 0.010428 |  |
| ARAMARK | 0.010263 | ✓ |
| TEXAS INSTRUMENTS INC | 0.010242 |  |
| WASTE MANAGEMENT INC | 0.010058 |  |
| CHECK POINT SOFTWARE TECHS LTD | 0.009924 |  |
| HUBBELL INC | 0.008999 |  |
| SOUTHERN CO | 0.008592 |  |
| SALESFORCE INC | 0.008550 | ✓ |
| AMETEK INC NEW | 0.008449 |  |
| ABBOTT LABS | 0.008273 |  |
| WILLIS TOWERS WATSON PLC | 0.008179 | ✓ |
| COLGATE-PALMOLIVE CO | 0.008083 | ✓ |
| NASDAQ INC | 0.007685 |  |
| BJS WHSL CLUB HLDGS INC | 0.007625 | ✓ |

## MFS Research Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.083470 | ✓ |
| APPLE INC | 0.068465 | ✓ |
| MICROSOFT CORP | 0.058864 | ✓ |
| ALPHABET INC CL A | 0.046188 | ✓ |
| AMAZON.COM INC | 0.045000 | ✓ |
| BROADCOM INC | 0.030859 | ✓ |
| META PLATFORMS INC CL A | 0.028342 | ✓ |
| MASTERCARD INC CL A | 0.025209 | ✓ |
| JPMORGAN CHASE and CO | 0.024874 | ✓ |
| EXXON MOBIL CORP | 0.019355 | ✓ |
| LAM RESEARCH CORP | 0.014960 | ✓ |
| JOHNSON&JOHNSON | 0.014496 |  |
| RTX CORP | 0.012396 | ✓ |
| SPOTIFY TECHNOLOGY SA | 0.010875 |  |
| PNC FINANCIAL SERVICES GRP INC | 0.010440 |  |
| CATERPILLAR INC | 0.010314 |  |
| CONOCOPHILLIPS | 0.010115 | ✓ |
| THERMO FISHER SCIENTIFIC INC | 0.010056 | ✓ |
| CHUBB LTD | 0.009959 | ✓ |
| PFIZER INC | 0.009799 | ✓ |
| CME GROUP INC CL A | 0.009753 | ✓ |
| SCHWAB CHARLES CORP | 0.009447 |  |
| AMPHENOL CORPORATION CL A | 0.009388 | ✓ |
| AON PLC | 0.009355 | ✓ |
| MORGAN STANLEY | 0.009216 |  |
| ARAMARK | 0.009152 | ✓ |
| GILEAD SCIENCES INC | 0.009054 | ✓ |
| MEDTRONIC PLC | 0.008908 | ✓ |
| PHILIP MORRIS INTL INC | 0.008552 |  |
| ARISTA NETWORKS INC | 0.008377 | ✓ |
| GENERAL DYNAMICS CORPORATION | 0.008295 |  |
| TRANE TECHNOLOGIES PLC | 0.008233 |  |
| ACCENTURE PLC CL A | 0.008218 |  |
| PEPSICO INC | 0.008113 |  |
| THE CIGNA GROUP | 0.008071 | ✓ |
| HILTON WORLDWIDE HOLDINGS INC | 0.007684 |  |
| CRH PLC | 0.007559 |  |
| TJX COS INC | 0.007491 | ✓ |
| T-MOBILE US INC | 0.007311 |  |
| SALESFORCE INC | 0.007116 | ✓ |
| WATERS CORP | 0.007085 | ✓ |
| HOWMET AEROSPACE INC | 0.007066 | ✓ |
| MFS Institutional Money Market Portfolio, Class A | 0.007019 | ✓ |
| MOODYS CORP | 0.006907 | ✓ |
| MCKESSON CORP | 0.006887 |  |
| PROGRESSIVE CORP OHIO | 0.006861 |  |
| BECTON DICKINSON and CO | 0.006848 | ✓ |
| WW GRAINGER INC | 0.006691 |  |
| BJS WHSL CLUB HLDGS INC | 0.006569 | ✓ |
| UBER TECHNOLOGIES INC | 0.006558 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-050728` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/63091/000141036826050728/0001410368-26-050728-index.htm>
- N-PORT (fund B) — accession `0002071691-26-011423` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/200489/000207169126011423/0002071691-26-011423-index.htm>

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_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

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