MFS Massachusetts Investors Trust Class B (MITBX)

Fund Assets	6.84B
Expense Ratio	1.44%
Min. Investment	$1,000
Turnover	26.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	Semi-Annual
Ex-Dividend Date	Jul 31, 2026

Previous Close	36.01
YTD Return	10.47%
1-Year Return	14.43%
5-Year Return	68.55%
52-Week Low	30.72
52-Week High	37.44
Beta (5Y)	0.98
Holdings	69
Inception Date	Sep 7, 1993

About MITBX

MFS Massachusetts Investors Trust Class B is an open-end mutual fund focused on capital appreciation through investments primarily in equity securities. The fund mainly targets large-cap, high-quality companies in the United States, seeking firms with durable business models, solid balance sheets, and experienced management teams. Its strategy emphasizes identifying businesses with the potential for above-average, sustainable growth, while maintaining reasonable valuations. As one of America's first mutual funds, established in 1924, it has a longstanding presence in the investment community. The portfolio typically holds a concentrated selection of stocks, maintaining a balance between active management and diversification, and tracks its performance against the Standard & Poor's 500 Stock Index. MFS Massachusetts Investors Trust Class B plays a significant role in providing investors broad, professionally managed exposure to leading U.S. companies, appealing to those seeking consistent growth within the equity markets.

• Fund Family: MFS
• Category: Large Blend
• Performance Rating: Below Average
• Risk Rating: Below Average
• Stock Exchange: NASDAQ
• Ticker Symbol: MITBX
• Share Class: B
• Index: S&P 500 TR

Performance

MITBX had a total return of 14.43% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.55%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
VQNPX	Vanguard	Vanguard Growth and Income Fund Investor Shares	0.39%
FMGKX	Fidelity	Fidelity Magellan K	0.57%
FMAGX	Fidelity	Fidelity Magellan Fund	0.64%
FEQDX	Fidelity	Fidelity Advisor Hedged Equity C	1.55%
VPMCX	Vanguard	Vanguard PRIMECAP Inv	0.35%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
MITJX	R6	0.37%
MITIX	I	0.44%
MITDX	R4	0.44%
MITTX	A	0.69%

Top 10 Holdings

42.38% of assets

Name	Symbol	Weight
NVIDIA Corporation	NVDA	7.78%
Apple Inc.	AAPL	6.28%
Alphabet Inc.	GOOGL	6.21%
Microsoft Corporation	MSFT	4.73%
Amazon.com, Inc.	AMZN	4.70%
Broadcom Inc.	AVGO	3.60%
JPMorgan Chase & Co.	JPM	2.69%
Meta Platforms, Inc.	META	2.37%
KLA Corporation	KLAC	2.07%
Seagate Technology Holdings plc	STX	1.95%

Dividend History

Ex-Dividend	Amount	Pay Date
Jul 31, 2026	$0.38425	Aug 3, 2026
Dec 18, 2025	$4.14846	Dec 19, 2025
Jul 31, 2025	$0.74824	Aug 1, 2025
Dec 19, 2024	$4.62334	Dec 20, 2024
Jul 31, 2024	$0.3787	Aug 1, 2024
Dec 21, 2023	$3.1825	Dec 22, 2023

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 27, 2026

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