MFS Massachusetts Investors Tr A
500 Boylston St 15th Fl Boston MA 02116
Map
Phone: 800-225-2606
| Category: | Large Blend | | Fund Family: | MFS | | Net Assets: | 2.35B | | Year-to-Date Return: | 18.07% | | Yield: | 1.44% | | Morningstar Rating: |  | | Fund Inception Date: | 15-Jul-24 |
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T. Kevin Beatty
Lead Manager since
01-Jul-04 | | | Beatty is an investment officer and portfolio manager with MFS, his employer since 2002. Prior to joining MFS, Beatty was an investment research analyst at State Street Research & Management Co. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks capital appreciation. The fund invests primarily in equities. It may invest in companies it believes to have above-average earnings growth potential, in companies it believes are undervalued, or in a combination of growth and value companies. It generally focuses on companies with large capitalizations. It may invest in foreign securities and derivatives. |
| Last Dividend
(12-Mar-09):
| 0.05 | | Last Cap Gain
(14-Mar-08):
| 0.22 | | Annual Holdings Turnover
| 21.00% | | Average for Category:
| 78.94% |
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| Expense | MITTX | Category
Avg | | Total Expense Ratio: | 0.89%
| 1.08% | | Max 12b1 Fee: | 0.35%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.25% | | Max Deferred Sales Load: | %
| 2.60% | | 3 Yr Expense Projection*: |
$ 843 | $776 | | 5 Yr Expense Projection*: |
$ 1,040 | $1,291 | | 10 Yr Expense Projection*: |
$ 1,608 | $2,371 |
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0.29% Nasdaq 0.00%
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