MFS Massachusetts Investors Trust Class C (MITCX)
| Fund Assets | 6.96B |
| Expense Ratio | 1.44% |
| Min. Investment | $1,000 |
| Turnover | 26.00% |
| Dividend (ttm) | 4.94 |
| Dividend Yield | 14.65% |
| Dividend Growth | -1.31% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | Dec 18, 2025 |
| Previous Close | 33.60 |
| YTD Return | 6.95% |
| 1-Year Return | 14.01% |
| 5-Year Return | 69.82% |
| 52-Week Low | 29.26 |
| 52-Week High | 35.86 |
| Beta (5Y) | 0.98 |
| Holdings | 68 |
| 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.
Performance
MITCX had a total return of 14.01% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.38%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
45.85% of assets| Name | Symbol | Weight |
|---|---|---|
| NVIDIA Corporation | NVDA | 7.16% |
| Apple Inc. | AAPL | 6.97% |
| Alphabet Inc. | GOOGL | 6.54% |
| Microsoft Corporation | MSFT | 6.45% |
| Amazon.com, Inc. | AMZN | 5.28% |
| Broadcom Inc. | AVGO | 4.22% |
| Meta Platforms, Inc. | META | 2.85% |
| JPMorgan Chase & Co. | JPM | 2.43% |
| Seagate Technology Holdings plc | STX | 2.11% |
| The Goldman Sachs Group, Inc. | GS | 1.84% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| 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 |
| Jul 31, 2023 | $0.28912 | Aug 1, 2023 |