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MFS Massachusetts Investors Tr A MITTX

Analyst rating as of
NAV / 1-Day Return
32.14  /  2.75 %
Total Assets
5.7 Bil
Adj. Expense Ratio
0.700%
Expense Ratio
0.700%
Fee Level
Low
Longest Manager Tenure
10.51 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.73%
Turnover
13%

Morningstar’s Fund Analysis MITTX

Will MITTX outperform in future?

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

Worth it despite manager transition.

Summary

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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.

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