Following a manager transition, MFS Massachusetts Investors Trust remains a compelling option thanks to its patient process that focuses on owning companies that have durable competitive advantages underappreciated by the market. Its current comanagers may not have the longest tenures, but they are steeped in MFS’ long-term investment culture and should be able to adeptly execute the strategy.
- NAV / 1-Day Return 34.57 / 0.17 %
- Total Assets 6.2 Bil
-
Adj. Expense Ratio
0.450%
- Expense Ratio 0.450%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Large Blend
- Investment Style Large Growth
- Min. Initial Investment —
- Status Open
- TTM Yield 1.09%
- Turnover 10%
Morningstar’s Analysis MITIX
Will MITIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 70
- Bond Holdings 0
- Other Holdings 2
- % Assets in Top 10 Holdings 35.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector