Mutual Funds - Profile

MFS Massachusetts Investors Trust

US > Large-Cap > Core

Rank

Universe Rank

Summary

The fund seeks capital appreciation by investing in large-size companies in the United States.

The investment process is designed to highlight companies that exhibit above average earnings growth potential. The process also focuses on undervalued companies that are trading at a discount to their intrinsic value.

The research team combines fundamental and quantitative analysis to evaluate potential individual issuers. The team focuses on high-quality companies with sustainable and durable business models, balance sheet strength and capable management teams.

The portfolio is built of stocks of companies that display above-average and sustainable growth potential More

Price

  • Last Close
  • $40.68
    +0.14
  • 52 Week HL
  • $42.4 - $29.85
  • Net Assets
  • $7000 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Feb 28, 2021

Top 10 Holdings
Mar 26, 2021

Company Holding
Microsoft Corporation
Alphabet Inc
J P
Johnson & Johnson
Bank Of
Company Holding
Apple Inc
Visa Inc
Comcast Corporation
Mastercard Incorporated
Medtronic Plc
Total 0%

Manager

  • Name
  • Kevin Beatty
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Annual Reports

Performance
16.9 % YTD

  • 3 Year
  • 43.98%
  • 5 Year
  • 88.93%
  • Best
  • 31.85%
    2013
  • Worst
  • -32.9%
    2008

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
EAMTX 20%19%29%-7%19%10%-1%11%30%14%-1%
S&P 500 21%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 6.3% -20.4% 14.7% -0.4% 7% -0.9% 1.2% 1.4% 10.4% 14.3% -
Q2 7.9% 17.7% 3.1% 3.8% 4.6% 2.6% 0.3% 3.6% 2.2% -5.6% -
Q3 6.6% 6.9% 0.6% 6.7% 3.4% 3.8% -6.4% - 5.7% 8% -
Q4 -0.3% 7.6% 0.8% -12.9% 6.3% 3% 5.3% 5.8% 10.2% 0.6% -

Returns +
M

J F M A M J J A S O N D
2021 -1% 3.1% 4.1% 5.7% 1.5% 0.5% 3.7% 2.2% 0.6% -4.4% - -
2020 -0.4% -8.4% -12.8% 12.5% 4.8% -0.2% 5.5% 6% -3.3% -2.6% 11% -0.6%

Annual Return

Index Comparison

Alpha

NAV