MFS Massachusetts Investors Trust is nearing the end of a leadership transition, but it is still in good hands, and its patient process focused on owning companies with long-term advantages remains compelling. It earns Morningstar Analyst Ratings of Silver or Bronze, depending on share class fees.
- NAV / 1-Day Return 31.12 / 0.38 %
- Total Assets 6.0 Bil
-
Adj. Expense Ratio
1.450%
- Expense Ratio 1.450%
- Distribution Fee Level Low
- Share Class Type Level Load
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.11%
- Turnover 10%
Morningstar’s Analysis MITCX
Will MITCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 73
- Bond Holdings 0
- Other Holdings 1
- % Assets in Top 10 Holdings 33.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector