MFS Massachusetts Investors Trust's long-term, patient process still has merit for investors seeking core US equity exposure, though its approach to the market's behemoths is evolving.
MFS Massachusetts Investors Trust Class R4 MITDX
- NAV / 1-Day Return 39.19 / −1.12 %
- Total Assets 6.9B
-
Adj. Expense Ratio
0.440%
- Expense Ratio 0.450%
- Distribution Fee Level Low
- Share Class Type Retirement, Large
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.67%
- Turnover 26%
USD | NAV as of Jun 17, 2026 | 1-Day Return as of Jun 17, 2026, 10:48 PM GMT+0
Morningstar’s Analysis MITDX
Will MITDX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the MITDX 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 MITDX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 43.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 6.96 | 476M | Technology |
Alphabet Inc Class A | 6.81 | 465M | Communication Services |
Apple Inc | 6.24 | 426M | Technology |
Microsoft Corp | 6.11 | 417M | Technology |
Amazon.com Inc | 5.32 | 363M | Consumer Cyclical |
Broadcom Inc | 2.97 | 203M | Technology |
Meta Platforms Inc Class A | 2.84 | 194M | Communication Services |
JPMorgan Chase & Co | 2.62 | 179M | Financial Services |
Seagate Technology Holdings PLC | 1.87 | 127M | Technology |
Visa Inc Class A | 1.78 | 122M | Financial Services |
United States