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Morningstar

MFS Massachusetts Investors Tr R2 MIRTX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 30.98  /  0.19 %
  • Total Assets 6.2 Bil
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.73%
  • Turnover 13%

USD | NAV as of Jan 25, 2023 | 1-Day Return as of Jan 25, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis MIRTX

Will MIRTX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MIRTX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the MIRTX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of MIRTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Well-positioned for the long run.

Senior Analyst

Summary

| by Jack Shannon

MFS Massachusetts Investors Trust is nearing the end of a leadership transition, but it is still in good hands, and its patient process focused on owning companies with long-term advantages remains compelling. It earns Morningstar Analyst Ratings of Silver or Bronze, depending on share class fees.

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