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MFS Massachusetts Investors Tr 529B EBMTX

Analyst rating as of
NAV / 1-Day Return
35.85  /  1.39 %
Total Assets
6.7 Bil
Adj. Expense Ratio
1.510%
Expense Ratio
1.510%
Fee Level
Low
Longest Manager Tenure
16.87 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
250
Status
Closed
TTM Yield
0.81%
Turnover
16%
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Morningstar’s Analysis

Will EBMTX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

MFS Massachusetts Investor Trust's Upcoming Manager Changes Will Be Gradual; Ratings Unchanged

Analyst Note

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Recently announced changes to MFS Massachusetts Investor Trust's management team will be done in a gradual manner, and they do not affect the long-term appeal of this fund. Its Morningstar Analyst Rating remains Silver or Bronze, depending on share-class fees.

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