Following a manager transition, MFS Massachusetts Investors Trust remains a compelling option thanks to its patient process that focuses on owning companies that have durable competitive advantages underappreciated by the market. Its current comanagers may not have the longest tenures, but they are steeped in MFS’ long-term investment culture and should be able to adeptly execute the strategy.
MFS Massachusetts Investors Tr B MITBX
- NAV / 1-Day Return 34.65 / −0.26 %
- Total Assets 6.6 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.450%
- Distribution Fee Level Low
- Share Class Type —
- Category Large Blend
- Investment Style Large Growth
- Min. Initial Investment 1,000
- Status Closed
- TTM Yield 0.00%
- Turnover 20%
USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 PM GMT+0
Morningstar’s Analysis MITBX
Will MITBX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 37.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 9.27 | 617.1 Mil | Technology |
Alphabet Inc Class A | 4.94 | 328.9 Mil | Communication Services |
NVIDIA Corp | 4.30 | 286.2 Mil | Technology |
Apple Inc | 3.58 | 238.2 Mil | Technology |
Amazon.com Inc | 3.23 | 215.1 Mil | Consumer Cyclical |
JPMorgan Chase & Co | 2.80 | 186.8 Mil | Financial Services |
ConocoPhillips | 2.45 | 163.3 Mil | Energy |
Visa Inc Class A | 2.38 | 158.4 Mil | Financial Services |
Salesforce Inc | 2.18 | 144.9 Mil | Technology |
Mastercard Inc Class A | 2.06 | 136.9 Mil | Financial Services |