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MFS Massachusetts Investors Tr R2 MIRTX

Analyst rating as of
NAV / 1-Day Return
36.25  /  1.33 %
Total Assets
7.0 Bil
Adj. Expense Ratio
0.960%
Expense Ratio
0.960%
Fee Level
Low
Longest Manager Tenure
9.81 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
0
Status
Open
TTM Yield
0.41%
Turnover
16%
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Morningstar’s Analysis

Will MIRTX 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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