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MFS Massachusetts Investors Tr R2 MIRTX

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%

Morningstar’s Analysis MIRTX

Will MIRTX outperform in future?

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

Well-positioned for the long run.

Senior Analyst

Summary

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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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