Nasdaq - Delayed Quote USD

MFS Massachusetts Investors Tr C (MITCX)

33.44 -0.08 (-0.24%)
At close: 8:00 PM EDT

Fund Summary

The fund normally invests the fund's assets primarily in equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. While it may invest the fund's assets in companies of any size, the fund primarily invests in companies with large capitalizations. It may invest the fund's assets in foreign securities.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 30.88%
Worst 1Y Total Return --
Number of Years Up 19
Number of Years Down 8

Performance & Risk

YTD Return 6.43%
5y Average Return 10.51%
Rank in Category (ytd) 43
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.93
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
MITCXCategory AverageMITCXCategory AverageMITCXCategory Average
Alpha -1.98 -0.02 -2.07 -0.01 -1.68 -0.02
BETA 0.93 0.01 0.95 0.01 0.95 0.01
Mean Annual Return 0.82 0.01 1.08 0.01 0.93 0.01
R-squared 97.02 0.95 97.76 0.95 97.09 0.95
Standard Deviation 16.6 0.19 17.6 0.15 14.66 0.14
Sharpe Ratio 0.42 0.01 0.62 0.01 0.66 0.01
Treynor Ratio 6.26 0.16 10.46 0.15 9.52 0.12

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