Morningstar

MFS Massachusetts Investors Trust Class A MITTX

Medalist Rating as of Oct 20, 2026 See MFS Investment Hub

Will MITTX outperform in the future?

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Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MITTX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the MITTX 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 MITTX’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

Rated on Oct 20, 2026 Published on Oct 20, 2026

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