Morningstar

MFS Massachusetts Investors Tr A MITTX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 40.09  /  +0.65 %
  • Total Assets 6.9 Bil
  • Adj. Expense Ratio
    0.710%
  • Expense Ratio 0.710%
  • 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 0.65%
  • Turnover 20%

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 PM GMT+0

Morningstar’s Analysis MITTX

Will MITTX outperform in 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.

A new era, but the same trusted approach.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

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.

by Jack Shannon
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Portfolio Holdings MITTX

More MITTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.97 557.5 Mil
Technology

NVIDIA Corp

5.39 377.3 Mil
Technology

Alphabet Inc Class A

5.33 372.8 Mil
Communication Services

Apple Inc

4.15 290.7 Mil
Technology

Amazon.com Inc

3.98 278.7 Mil
Consumer Cyclical

JPMorgan Chase & Co

2.99 209.2 Mil
Financial Services

ConocoPhillips

2.27 158.7 Mil
Energy

Visa Inc Class A

2.22 155.1 Mil
Financial Services

Howmet Aerospace Inc

2.08 145.5 Mil
Industrials

American Tower Corp

1.91 133.7 Mil
Real Estate

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