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MFS Massachusetts Investors Tr R4 MITDX Fund Analysis

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Morningstar’s Analysis MITDX

Will MITDX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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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.

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