MFS Massachusetts Investors Trust Class C (MITCX)

Fund Assets	6.91B
Expense Ratio	1.471%
Min. Investment	$1,000
Turnover	26.00%
Dividend (ttm)	0.03
Dividend Yield	0.10%
Dividend Growth	-29.45%
Payout Frequency	Semi-Annual
Ex-Dividend Date	Jul 31, 2026

Previous Close	34.94
YTD Return	12.73%
1-Year Return	15.64%
5-Year Return	77.86%
52-Week Low	29.26
52-Week High	35.86
Beta (5Y)	0.98
Holdings	69
Inception Date	Jul 1, 1996

About MITCX

MFS Massachusetts Investors Trust Class C is an actively managed mutual fund that primarily seeks capital appreciation by investing in a diversified portfolio of equity securities, with a strong emphasis on large-cap, high-quality U.S. companies. Established as the first mutual fund in America, it has a longstanding history dating back to 1924. The fund targets businesses with durable growth potential, robust balance sheets, and strong management teams, aiming for above-average growth while maintaining reasonable valuations. Its portfolio spans various sectors, focusing on industry leaders in areas such as information technology, consumer discretionary, and financial services. With assets exceeding $7 billion, this fund is benchmarked against the S&P 500 Index and is designed for investors seeking exposure to broad-based U.S. equity markets through a blend of growth and value companies. The fund’s Class C shares are structured for investors preferring lower up-front sales charges, although they carry ongoing expenses and potential deferred sales charges if shares are redeemed within a specified period. MFS Massachusetts Investors Trust Class C plays a significant role as a core holding option for diversified equity portfolios and long-term capital growth strategies.

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

Performance

MITCX had a total return of 15.64% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.49%.

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

43.53% of assets

Name	Symbol	Weight
NVIDIA Corporation	NVDA	8.47%
Apple Inc.	AAPL	6.26%
Microsoft Corporation	MSFT	6.22%
Alphabet Inc.	GOOGL	5.71%
Amazon.com, Inc.	AMZN	4.95%
Broadcom Inc.	AVGO	3.23%
JPMorgan Chase & Co.	JPM	2.68%
Meta Platforms, Inc.	META	2.33%
Visa Inc.	V	1.95%
Mastercard Incorporated	MA	1.74%

Dividend History

Ex-Dividend	Amount	Pay Date
Jul 31, 2026	$0.41889	Aug 3, 2026
Dec 18, 2025	$4.14846	Dec 19, 2025
Jul 31, 2025	$0.788	Aug 1, 2025
Dec 19, 2024	$4.62334	Dec 20, 2024
Jul 31, 2024	$0.3787	Aug 1, 2024
Dec 21, 2023	$3.21972	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:

Oct 15, 2026

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