MFS Massachusetts Investors Trust Class C
MITCX
NASDAQ
| Weiss Ratings | MITCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | MITCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | MFS | |||
| Manager/Tenure (Years) | Alison O'Neill (8), Jude Jason (5) | |||
| Website | http://www.mfs.com | |||
| Fund Information | MITCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | MFS Massachusetts Investors Trust Class C | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | Jul 01, 1996 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | -- | |||
| Back End Fee | 0.01 | |||
| Dividends and Shares | MITCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.09% | |||
| Dividend | MITCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.09% | |||
| Asset Allocation | MITCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.64% | |||
| Stock | 99.36% | |||
| U.S. Stock | 96.62% | |||
| Non-U.S. Stock | 2.74% | |||
| 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 | MITCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -0.14% | |||
| 30-Day Total Return | -1.04% | |||
| 60-Day Total Return | 2.17% | |||
| 90-Day Total Return | 2.05% | |||
| Year to Date Total Return | 9.56% | |||
| 1-Year Total Return | 11.59% | |||
| 2-Year Total Return | 24.85% | |||
| 3-Year Total Return | 57.30% | |||
| 5-Year Total Return | 50.86% | |||
| Price | MITCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | MITCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $33.96 | |||
| 1-Month Low NAV | $33.50 | |||
| 1-Month High NAV | $34.45 | |||
| 52-Week Low NAV | $29.26 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $35.86 | |||
| 52-Week High Price (Date) | Oct 28, 2025 | |||
| Beta / Standard Deviation | MITCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.91 | |||
| Standard Deviation | 12.06 | |||
| Balance Sheet | MITCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 6.96B | |||
| Operating Ratios | MITCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.44% | |||
| Turnover Ratio | 26.00% | |||
| Performance | MITCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 19.49% | |||
| Last Bear Market Total Return | -12.86% | |||