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MFS Massachusetts Investors Trust;B

NAS: MITBX

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/zigman2/quotes/204323179/realtime

$

31.75

Change

-0.02 -0.06%

Aug 7, 2020

YTD return

0.87%

5 yr avg return

9.70%

Total net assets

41.80M

52 week low

52 week high

$21.88

$33.20

Yield

0.22%

Fees & Expenses

Front load

0.00%

Deferred load

4.00%

Max. redemption fee

0.00%

Total expense ratio

1.46%

12 b-1

1.00%

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

0.07

Dividend freq.

Annually

Capital gain (2019)

2.27

Capital gain (YTD)

n/a

Risk Measures

Alpha

-0.16

Beta

0.98

Standard deviation

4.81

R. squared

0.98

Min. Investment

Standard (taxable)

1000

IRA

250

Compare:
Indexes
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  • Global Dow (GDOW) GDOW
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/news/latest/company/us/mitbx

MarketWatch News on MITBX

  1. You can leave these mutual funds — but only if you pay

    12:49 p.m. Dec. 12, 2017

    - Mitch Tuchman

  2. Straining At The Bit

    1:01 a.m. Jan. 24, 2000

    - Barron's Online

Lipper Leader

Total Return: 2 Consistent Return: 3 Preservation: 5 Tax Efficiency: 3 Expense: 4

YTD Lipper Ranking: Quintile 4 (76th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD 0.87% 3.02% 4.80% 76% 4
1yr 10.89% 15.36% 18.50% 80% 4
3yr 10.16% 10.95% 12.80% 62% 4
5yr 9.70% 10.35% 12.20% 68% 4
10yr 11.7% 12.28% 13.9% 70% 4

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$28,563

Fund Comparison

Compare: Returns Risk Fees Holdings

Find Another Fund

Investment focus:

Net assets:

Return timeframe:

Fund Details

Category

Large-Cap Core Funds

Fund family

MFS Funds Class B

Fund status

Closed

Fund inception

September 7, 1993

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.

/news/nonmarketwatch/company/us/mitbx

Other News on MITBX

  1. Cash-Light Funds Lack Market Cushion

    11:59 p.m. April 28, 2000

    - The Wall Street Journal Interactive Edition

  2. Cash-Light Funds Lack Market Cushion

    12:01 a.m. April 28, 2000

    - The Wall Street Journal Interactive Edition

Link to MarketWatch's Slice.