Morningstar

MFS Massachusetts Investors Trust Class R4 MITDX

Morningstar Medalist Rating
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Medalist Rating as of See MFS Investment Hub
  • NAV / 1-Day Return $39.98  /  −1.16 %
  • Fund Size $6.9B
  • Adjusted Expense Ratio 0.440%
  • Net Expense Ratio 0.450%
  • Fee Level: Distribution Low
  • Share Class Type Retirement, Large
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.63%
  • Turnover Ratio 26%
NAV and 1-Day Return as of

Morningstar’s Analysis MITDX

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

  • 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.

Less differentiated, but attractive features remain.

Principal Jack Shannon

Jack Shannon

Principal

Summary

MFS Massachusetts Investors Trust is looking more like its S&P 500 prospectus benchmark than ever before, but its attractive features remain intact. It is long-term-oriented, seeks to own wide-moat businesses, and draws on MFS' capable central research organization. It remains better positioned than most of its active competitors.

by Jack Shannon
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Portfolio Holdings MITDX

More MITDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.76 605M
Technology

Apple Inc

6.58 454M
Technology

Microsoft Corp

6.29 434M
Technology

Alphabet Inc Class A

5.78 400M
Communication Services

Amazon.com Inc

4.75 328M
Consumer Cyclical

Broadcom Inc

3.01 208M
Technology

Meta Platforms Inc Class A

2.95 204M
Communication Services

JPMorgan Chase & Co

2.40 165M
Financial Services

Visa Inc Class A

1.85 127M
Financial Services

Advanced Micro Devices Inc

1.79 123M
Technology

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