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MFS Massachusetts Investors Tr 529B EBMTX

Analyst rating as of
NAV / 1-Day Return
32.88  /  0.75 %
Total Assets
6.5 Bil
Adj. Expense Ratio
1.510%
Expense Ratio
1.510%
Fee Level
Low
Longest Manager Tenure
16.66 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
250
Status
Closed
TTM Yield
0.89%
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.

This fund remains a compelling offering.

Summary

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A capable team committed to executing a sound, patient process earns Massachusetts Investors Trust Morningstar Analyst Ratings of Silver or Bronze, depending on share-class fees.

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