Morningstar

MFS Massachusetts Investors Trust Class R1 MITGX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 33.42  /  −0.51 %
  • Total Assets 7.0B
  • Adj. Expense Ratio
    1.440%
  • Expense Ratio 1.450%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Small
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Limited
  • TTM Yield 0.17%
  • Turnover 26%

USD | NAV as of Jul 17, 2026 | 1-Day Return as of Jul 17, 2026, 12:11 AM GMT+0

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.

An evolving portfolio.

Principal Jack Shannon

Jack Shannon

Principal

Summary

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.

by Jack Shannon
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MITGX

More MITGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.16 499M
Technology

Apple Inc

6.97 485M
Technology

Alphabet Inc Class A

6.54 456M
Communication Services

Microsoft Corp

6.45 449M
Technology

Amazon.com Inc

5.28 367M
Consumer Cyclical

Broadcom Inc

4.22 294M
Technology

Meta Platforms Inc Class A

2.85 198M
Communication Services

JPMorgan Chase & Co

2.43 169M
Financial Services

Seagate Technology Holdings PLC

2.11 147M
Technology

The Goldman Sachs Group Inc

1.84 128M
Financial Services

Sponsor Center