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MFS Massachusetts Investors Tr R4 MITDX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 37.47  /  +0.62 %
  • Total Assets 6.7 Bil
  • Adj. Expense Ratio
    0.450%
  • Expense Ratio 0.450%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.95%
  • Turnover 10%

USD | NAV as of Mar 01, 2024 | 1-Day Return as of Mar 01, 2024, 11:16 PM GMT+0

Morningstar’s Analysis MITDX

Will MITDX outperform in future?

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

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.

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Portfolio Holdings MITDX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 36.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

9.36 597.6 Mil
Technology

Alphabet Inc Class A

5.25 335.3 Mil
Communication Services

Apple Inc

3.83 244.8 Mil
Technology

NVIDIA Corp

3.41 218.0 Mil
Technology

JPMorgan Chase & Co

2.86 182.9 Mil
Financial Services

Amazon.com Inc

2.70 172.2 Mil
Consumer Cyclical

ConocoPhillips

2.56 163.6 Mil
Energy

Visa Inc Class A

2.42 154.3 Mil
Financial Services

Mastercard Inc Class A

2.05 130.6 Mil
Financial Services

Vertex Pharmaceuticals Inc

1.96 125.1 Mil
Healthcare