Skip to Content

MFS Massachusetts Investors Tr R1 MITGX

Analyst rating as of
NAV / 1-Day Return
35.09  /  0.26 %
Total Assets
6.9 Bil
Adj. Expense Ratio
1.460%
Expense Ratio
1.460%
Fee Level
Above Average
Longest Manager Tenure
9.82 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
0
Status
Open
TTM Yield
0.13%
Turnover
16%
Premium

Morningstar’s Analysis

Will MITGX outperform in future?

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

Worth it despite manager transition.

Summary

| |

MFS Massachusetts Investors Trust is going through a management transition, but a capable team remains committed to executing its patient, thoughtful process, and it earns Morningstar Analyst Ratings of Silver or Bronze, depending on share class fees.

Unlock our full analysis with Morningstar Premium