Morningstar

MFS Massachusetts Investors Trust Class A MITTX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 38.32  /  −0.57 %
  • Total Assets 6.9B
  • Adj. Expense Ratio
    0.690%
  • Expense Ratio 0.700%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.43%
  • Turnover 26%

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

Morningstar’s Analysis MITTX

Will MITTX 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 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.

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 MITTX

More MITTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.80 540M
Technology

Apple Inc

6.48 448M
Technology

Alphabet Inc Class A

6.06 420M
Communication Services

Microsoft Corp

5.77 399M
Technology

Amazon.com Inc

5.24 363M
Consumer Cyclical

Broadcom Inc

3.48 241M
Technology

JPMorgan Chase & Co

2.83 196M
Financial Services

Meta Platforms Inc Class A

2.30 159M
Communication Services

Visa Inc Class A

1.91 132M
Financial Services

Mastercard Inc Class A

1.71 118M
Financial Services

Sponsor Center