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MFS Massachusetts Investors Tr C MITCX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See MFS Investment Hub

Morningstar’s Analysis MITCX

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

  • People Pillar

    The People Pillar is our evaluation of the MITCX 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 MITCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A new era, but the same trusted approach.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

Following a manager transition, MFS Massachusetts Investors Trust remains a compelling option thanks to its patient process that focuses on owning companies that have durable competitive advantages underappreciated by the market. Its current comanagers may not have the longest tenures, but they are steeped in MFS’ long-term investment culture and should be able to adeptly execute the strategy.

by Jack Shannon
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