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.
Will EBMTX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EBMTX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the EBMTX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of EBMTX’s parent organization’s priorities and whether they’re in line with investors’ interests.