Production (Stage)
MFS Massachusetts Investors Trust Class A
MITTX
NASDAQ
| Weiss Ratings | MITTX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | MITTX-NASDAQ | Click to Compare |
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| Provider | MFS | |||
| Manager/Tenure (Years) | Alison O'Neill (7), Jude Jason (3) | |||
| Website | http://www.mfs.com | |||
| Fund Information | MITTX-NASDAQ | Click to Compare |
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| Fund Name | MFS Massachusetts Investors Trust Class A | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | Jul 15, 1924 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | 0.06 | |||
| Back End Fee | -- | |||
| Dividends and Shares | MITTX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.47% | |||
| Dividend | MITTX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.57% | |||
| Asset Allocation | MITTX-NASDAQ | Click to Compare |
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| Cash | 0.66% | |||
| Stock | 99.34% | |||
| U.S. Stock | 93.68% | |||
| Non-U.S. Stock | 5.66% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | MITTX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -2.29% | |||
| 30-Day Total Return | 6.22% | |||
| 60-Day Total Return | -0.11% | |||
| 90-Day Total Return | -3.17% | |||
| Year to Date Total Return | -0.47% | |||
| 1-Year Total Return | 5.90% | |||
| 2-Year Total Return | 35.52% | |||
| 3-Year Total Return | 40.40% | |||
| 5-Year Total Return | 88.89% | |||
| Price | MITTX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | MITTX-NASDAQ | Click to Compare |
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| Nav | $35.69 | |||
| 1-Month Low NAV | $34.02 | |||
| 1-Month High NAV | $36.59 | |||
| 52-Week Low NAV | $31.42 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $42.29 | |||
| 52-Week High Price (Date) | Dec 04, 2024 | |||
| Beta / Standard Deviation | MITTX-NASDAQ | Click to Compare |
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| Beta | 0.94 | |||
| Standard Deviation | 15.60 | |||
| Balance Sheet | MITTX-NASDAQ | Click to Compare |
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| Total Assets | 6.26B | |||
| Operating Ratios | MITTX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.70% | |||
| Turnover Ratio | 25.00% | |||
| Performance | MITTX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 16.50% | |||
| Last Bear Market Total Return | -12.69% | |||