MFS Massachusetts Investors Trust Class R6
MITJX
NASDAQ
| Weiss Ratings | MITJX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | MITJX-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 | MITJX-NASDAQ | Click to Compare |
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| Fund Name | MFS Massachusetts Investors Trust Class R6 | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | Jun 01, 2012 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | MITJX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.80% | |||
| Dividend | MITJX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.57% | |||
| Asset Allocation | MITJX-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 | MITJX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.94% | |||
| 30-Day Total Return | 3.57% | |||
| 60-Day Total Return | 7.64% | |||
| 90-Day Total Return | 1.79% | |||
| Year to Date Total Return | 1.61% | |||
| 1-Year Total Return | 8.91% | |||
| 2-Year Total Return | 35.33% | |||
| 3-Year Total Return | 39.45% | |||
| 5-Year Total Return | 85.13% | |||
| Price | MITJX-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 | MITJX-NASDAQ | Click to Compare |
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| Nav | $34.51 | |||
| 1-Month Low NAV | $32.99 | |||
| 1-Month High NAV | $34.70 | |||
| 52-Week Low NAV | $29.79 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $40.41 | |||
| 52-Week High Price (Date) | Dec 04, 2024 | |||
| Beta / Standard Deviation | MITJX-NASDAQ | Click to Compare |
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| Beta | 0.94 | |||
| Standard Deviation | 15.83 | |||
| Balance Sheet | MITJX-NASDAQ | Click to Compare |
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| Total Assets | 6.54B | |||
| Operating Ratios | MITJX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.38% | |||
| Turnover Ratio | 25.00% | |||
| Performance | MITJX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 16.71% | |||
| Last Bear Market Total Return | -12.62% | |||