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.
Will MITBX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MITBX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the MITBX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of MITBX’s parent organization’s priorities and whether they’re in line with investors’ interests.