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MFS Massachusetts Investors Trust Class R1 MITGX

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Morningstar’s Analysis MITGX

Will MITGX 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 MITGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MITGX 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 MITGX’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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