MFS Massachusetts Investors Trust Class R3
MITHX
NASDAQ
| Weiss Ratings | MITHX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | MITHX-NASDAQ | Click to Compare |
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| Provider | MFS | |||
| Manager/Tenure (Years) | Alison O'Neill (7), Jude Jason (4) | |||
| Website | http://www.mfs.com | |||
| Fund Information | MITHX-NASDAQ | Click to Compare |
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| Fund Name | MFS Massachusetts Investors Trust Class R3 | |||
| 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 | MITHX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.48% | |||
| Dividend | MITHX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.12% | |||
| Asset Allocation | MITHX-NASDAQ | Click to Compare |
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| Cash | 0.59% | |||
| Stock | 99.41% | |||
| U.S. Stock | 94.22% | |||
| Non-U.S. Stock | 5.19% | |||
| 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 | MITHX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.83% | |||
| 30-Day Total Return | -3.56% | |||
| 60-Day Total Return | -5.61% | |||
| 90-Day Total Return | -3.42% | |||
| Year to Date Total Return | -3.09% | |||
| 1-Year Total Return | 16.66% | |||
| 2-Year Total Return | 19.96% | |||
| 3-Year Total Return | 50.90% | |||
| 5-Year Total Return | 54.84% | |||
| Price | MITHX-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 | MITHX-NASDAQ | Click to Compare |
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| Nav | $33.81 | |||
| 1-Month Low NAV | $32.60 | |||
| 1-Month High NAV | $35.22 | |||
| 52-Week Low NAV | $30.92 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $39.43 | |||
| 52-Week High Price (Date) | Oct 28, 2025 | |||
| Beta / Standard Deviation | MITHX-NASDAQ | Click to Compare |
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| Beta | 0.93 | |||
| Standard Deviation | 10.89 | |||
| Balance Sheet | MITHX-NASDAQ | Click to Compare |
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| Total Assets | 6.74B | |||
| Operating Ratios | MITHX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.70% | |||
| Turnover Ratio | 26.00% | |||
| Performance | MITHX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 16.48% | |||
| Last Bear Market Total Return | -12.69% | |||