Morningstar

MFS Massachusetts Investors Trust Class B MITBX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $36.12  /  −1.18 %
  • Fund Size $6.9B
  • Adjusted Expense Ratio 1.440%
  • Net Expense Ratio 1.450%
  • Fee Level: Distribution Below Average
  • Share Class Type Deferred Load
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1,000
  • Investment Status Closed
  • TTM Yield 0.00%
  • Turnover Ratio 26%
NAV and 1-Day Return as of

Morningstar’s Analysis MITBX

Will MITBX 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 MITBX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    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.

  • Parent Pillar

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

Less differentiated, but attractive features remain.

Principal Jack Shannon

Jack Shannon

Principal

Summary

MFS Massachusetts Investors Trust is looking more like its S&P 500 prospectus benchmark than ever before, but its attractive features remain intact. It is long-term-oriented, seeks to own wide-moat businesses, and draws on MFS' capable central research organization. It remains better positioned than most of its active competitors.

by Jack Shannon
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Portfolio Holdings MITBX

More MITBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Microsoft Corp

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Amazon.com Inc

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Meta Platforms Inc Class A

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JPMorgan Chase & Co

2.40 165M
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Visa Inc Class A

1.85 127M
Financial Services

Advanced Micro Devices Inc

1.79 123M
Technology

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