MFS Massachusetts Investors Trust;529B

NAS: EBMTX

GO
/zigman2/quotes/203626328/realtime

$

29.88

Change

+0.13 +0.44%

Aug 6, 2020

YTD return

1.04%

5 yr avg return

9.79%

Total net assets

300,000

52 week low

52 week high

$20.54

$31.27

Yield

0.57%

Fees & Expenses

Front load

0.00%

Deferred load

4.00%

Max. redemption fee

0.00%

Total expense ratio

1.24%

12 b-1

0.73%

Turnover

16.00%

Expense Calculator

Amt Invested:

Timeframe:

Total expense ratio:

Front load:

Deferred load:

Expense projection:

Estimated Total:

* Expense Calculator results are based on the fund's past performance. Preferred load may be less. Check with your fund company for exact values.

Distributions

Income dividend

0.13

Dividend freq.

Semiannual

Capital gain (2019)

2.27

Capital gain (YTD)

n/a

Risk Measures

Alpha

-0.12

Beta

0.98

Standard deviation

4.80

R. squared

0.98

Min. Investment

Standard (taxable)

250

IRA

n/a

Compare:
Indexes
  • Dow(INDU) INDU
  • Nasdaq (COMP) COMP
  • S&P 500 (SPX) SPX
  • Global Dow (GDOW) GDOW
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MarketWatch News on EBMTX

No News currently available for EBMTX

Lipper Leader

Total Return: 3 Consistent Return: 3 Preservation: 5 Tax Efficiency: 2 Expense: 5

YTD Lipper Ranking: Quintile 4 (71th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD 1.04% 2.46% 4.20% 71% 4
1yr 13.03% 16.20% 19.30% 76% 4
3yr 10.53% 10.75% 12.50% 56% 3
5yr 9.79% 10.05% 11.90% 60% 3
10yr 11.76% 12.18% 13.8% 67% 4

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$42,564

Fund Comparison

Compare: Returns Risk Fees Holdings

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Investment focus:

Net assets:

Return timeframe:

Fund Details

Category

Large-Cap Core Funds

Fund family

n/a

Fund status

Closed

Fund inception

July 31, 2002

Manager

Beatty/Maloney/Mackey

Investment Policy

The Fund seeks current income and long-term growth of capital and income by investing in common stocks. While the Fund may invest in companies of any size, the Fund generally focuses on companies with larger market capitalizations that have sustainable growth prospects and attractive valuations.

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Other News on EBMTX

No News currently available for EBMTX

Link to MarketWatch's Slice.