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MFS Massachusetts Investors Tr 529C ECITX

Analyst rating as of
NAV / 1-Day Return
33.18  /  0.03 %
Total Assets
6.9 Bil
Adj. Expense Ratio
1.510%
Expense Ratio
1.510%
Fee Level
Below Average
Longest Manager Tenure
9.83 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
250
Status
Open
TTM Yield
0.15%
Turnover
16%
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Morningstar’s Analysis

Will ECITX outperform in future?

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

Worth it despite manager transition.

Summary

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MFS Massachusetts Investors Trust is going through a management transition, but a capable team remains committed to executing its patient, thoughtful process, and it earns Morningstar Analyst Ratings of Silver or Bronze, depending on share class fees.

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