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MFS Massachusetts Investors Trust;A

NAS: MITTX

GO
/zigman2/quotes/202977473/realtime

$

33.00

Change

-0.01 -0.03%

Aug 7, 2020

YTD return

1.31%

5 yr avg return

10.54%

Total net assets

3.45B

52 week low

52 week high

$22.72

$36.56

Yield

0.82%

Fees & Expenses

Front load

5.75%

Deferred load

0.00%

Max. redemption fee

0.00%

Total expense ratio

0.69%

12 b-1

0.23%

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

0.14

Dividend freq.

Annually

Capital gain (2019)

2.27

Capital gain (YTD)

n/a

Risk Measures

Alpha

-0.09

Beta

0.98

Standard deviation

4.81

R. squared

0.98

Min. Investment

Standard (taxable)

1000

IRA

250

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/news/latest/company/us/mittx

MarketWatch News on MITTX

  1. Oldies but Goodies: Ancient Funds That Still Deliver

    2:16 a.m. Jan. 7, 2017

    - Barron's Online

  2. All in the Family

    12:23 a.m. Feb. 16, 2013

    - Barron's Online

  3. Fund 'rip-off' book full of empty words

    2:01 p.m. Feb. 28, 2010

    - Chuck Jaffe

  4. video content Happy Birthday, Massachusetts Investors Trust

    7:21 a.m. March 9, 2009

    - Michelle Donley

  5. First fund's birthday shows why mutual funds are here to stay

    12:01 p.m. March 8, 2009

    - Chuck Jaffe

  6. Little fees, percentage returns add up to big money

    10:43 a.m. Dec. 7, 2005

    - Chuck Jaffe

  7. Chronically underperforming funds targeted

    12:33 p.m. Jan. 18, 2002

    - Craig Tolliver

  8. Opportunity in spread products 12-08-98

    9:33 p.m. Dec. 8, 1998

    - Julie Rannazzisi

  9. Commentary: Irwin Kellner -- Why mall traffic is down 12-8-98

    6:07 p.m. Dec. 8, 1998

    - Dr. Irwin Kellner

  10. Morning Report 12-08-98

    11:47 a.m. Dec. 8, 1998

    - CBS.MarketWatch.com

  11. NewsWatch: 12-07-98

    6:10 p.m. Dec. 7, 1998

    - CBS.MarketWatch.com

  12. Afternoon Report 12-07-98

    5:24 p.m. Dec. 7, 1998

    - CBS.MarketWatch.com

  13. Big Cap Stocks: Look for buybacks 12-07-98

    4:07 p.m. Dec. 7, 1998

    - Don Scott

Lipper Leader

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

YTD Lipper Ranking: Quintile 4 (72th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD 1.31% 3.02% 4.80% 72% 4
1yr 11.70% 15.36% 18.50% 77% 4
3yr 11.00% 10.95% 12.80% 52% 3
5yr 10.54% 10.35% 12.20% 48% 3
10yr 12.55% 12.28% 13.9% 44% 3

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$32,764

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 A

Fund status

Open

Fund inception

July 15, 1924

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/mittx

Other News on MITTX

  1. 4 Top-Ranked Large-Cap Blend Funds to Invest In

    9:00 a.m. Dec. 15, 2015

    - Zacks.com

  2. ETF Initials Can Be a Puzzle

    10:48 p.m. Oct. 31, 2010

    - The Wall Street Journal Interactive Edition

  3. MFS Gets Caught by the Bear

    10:24 a.m. March 4, 2002

    - The Wall Street Journal Interactive Edition

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