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MFS Massachusetts Investors Tr A (MITTX)

38.67 -0.63 (-1.60%)
At close: 8:08:28 PM EDT
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  • Previous Close 39.30
  • YTD Return 10.81%
  • Expense Ratio 0.69%
  • Category Large Blend
  • Last Cap Gain 47.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Net Assets 6.91B
  • Beta (5Y Monthly) 0.86
  • Yield 0.43%
  • 5y Average Return --
  • Holdings Turnover 26.00%
  • Last Dividend 0.10
  • Inception Date Oct 31, 2003

The fund normally invests the fund's assets primarily in equity securities. Equity securities include common stocks, depositary receipts, and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. While it may invest the fund's assets in companies of any size, the fund primarily invests in companies with large capitalizations. It may invest the fund's assets in foreign securities.

MFS

Fund Family

Large Blend

Fund Category

6.91B

Net Assets

2003-10-31

Inception Date

Performance Overview

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Trailing returns as of 10/29/2026. Category is Large Blend.

YTD Return

MITTX
10.81%
Category
5.31%

1-Year Return

MITTX
12.77%
Category
20.31%

3-Year Return

MITTX
18.90%
Category
6.48%

5-Year Return

MITTX
10.14%
Category
11.78%

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