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.
MFS Massachusetts Investors Tr I MITIX
NAV / 1-Day Return
34.40
/
0.38
%
Total Assets
6.5 Bil
Adj. Expense Ratio
0.450%
Expense Ratio
0.450%
Fee Level
Low
Longest Manager Tenure
10.36
years
Category
Large Blend
Investment Style
Large BlendMin. Initial Investment
0
Status
Open
TTM Yield
0.97%
Turnover
13%
Morningstar’s Fund Analysis MITIX
Will MITIX outperform in 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 MITIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the MITIX 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 MITIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Worth it despite manager transition.
