Morningstar

MFS Massachusetts Investors Trust Class R2 MIRTX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 35.15  /  +0.63 %
  • Total Assets 6.9B
  • Adj. Expense Ratio
    0.940%
  • Expense Ratio 0.950%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Limited
  • TTM Yield 0.26%
  • Turnover 26%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:06 AM GMT+0

Morningstar’s Analysis MIRTX

Will MIRTX outperform in the 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.

An evolving portfolio.

Principal Jack Shannon

Jack Shannon

Principal

Summary

MFS Massachusetts Investors Trust's long-term, patient process still has merit for investors seeking core US equity exposure, though its approach to the market's behemoths is evolving.

by Jack Shannon
Rated on Published on

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Portfolio Holdings MIRTX

More MIRTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.47 589M
Technology

Apple Inc

6.26 435M
Technology

Microsoft Corp

6.22 433M
Technology

Alphabet Inc Class A

5.71 397M
Communication Services

Amazon.com Inc

4.95 345M
Consumer Cyclical

Broadcom Inc

3.23 224M
Technology

JPMorgan Chase & Co

2.68 186M
Financial Services

Meta Platforms Inc Class A

2.33 162M
Communication Services

Visa Inc Class A

1.95 136M
Financial Services

Mastercard Inc Class A

1.74 121M
Financial Services

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