MFS Massachusetts Investors Trust Class A MITTX

Morningstar Medalist Rating
  • NAV / 1-Day Return$38.80  /  +2.29%
  • Fund Size$6.7B
  • Adjusted Expense Ratio0.690%
  • Net Expense Ratio0.700%
  • Fee Level: DistributionLow
  • Share Class TypeFront Load
  • Morningstar CategoryLarge Blend
  • Equity Style Box (Funds)Large Blend
  • Minimum Initial Investment$1,000
  • Investment StatusOpen
  • TTM Yield0.43%
  • Turnover Ratio26%

Morningstar’s Analysis MITTX

Will MITTX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

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.

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Portfolio Holdings MITTX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings44.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.76605M
Technology

Apple Inc

6.58454M
Technology

Microsoft Corp

6.29434M
Technology

Alphabet Inc Class A

5.78400M
Communication Services

Amazon.com Inc

4.75328M
Consumer Cyclical

Broadcom Inc

3.01208M
Technology

Meta Platforms Inc Class A

2.95204M
Communication Services

JPMorgan Chase & Co

2.40165M
Financial Services

Visa Inc Class A

1.85127M
Financial Services

Advanced Micro Devices Inc

1.79123M
Technology

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