MFS Massachusetts Investors Trust Class R4
MITDX
NASDAQ
| Weiss Ratings | MITDX-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 | MITDX-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 | MITDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | MFS Massachusetts Investors Trust Class R4 | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | Apr 01, 2005 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | MITDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.63% | |||
| Dividend | MITDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.10% | |||
| Asset Allocation | MITDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.62% | |||
| Stock | 99.38% | |||
| U.S. Stock | 96.89% | |||
| Non-U.S. Stock | 2.49% | |||
| 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 | MITDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -1.49% | |||
| 30-Day Total Return | -0.92% | |||
| 60-Day Total Return | -0.47% | |||
| 90-Day Total Return | -1.56% | |||
| Year to Date Total Return | 10.79% | |||
| 1-Year Total Return | 11.90% | |||
| 2-Year Total Return | 28.03% | |||
| 3-Year Total Return | 64.88% | |||
| 5-Year Total Return | 52.48% | |||
| Price | MITDX-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 | MITDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $39.65 | |||
| 1-Month Low NAV | $39.43 | |||
| 1-Month High NAV | $40.66 | |||
| 52-Week Low NAV | $33.88 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $40.77 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | MITDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.90 | |||
| Standard Deviation | 11.42 | |||
| Balance Sheet | MITDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 6.81B | |||
| Operating Ratios | MITDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.44% | |||
| Turnover Ratio | 26.00% | |||
| Performance | MITDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 20.47% | |||
| Last Bear Market Total Return | -12.65% | |||