About MITTX
MFS Massachusetts Investors Trust Class A is a mutual fund established in 1924, recognized as America’s first mutual fund. Its primary objective is capital appreciation through investments primarily in equity securities, with a focus on large-cap, high-quality U.S. companies. The fund employs a disciplined approach aimed at identifying businesses with durable growth prospects, solid balance sheets, and experienced management teams, typically seeking those trading at reasonable valuations. The portfolio is concentrated in sectors such as technology, consumer cyclical, and financial services, often holding industry leaders like Microsoft, Amazon, and Apple. With over $6.5 billion in assets as of May 2025, the fund benchmarks its performance against the S&P 500, providing investors broad exposure to the U.S. stock market’s core segment. MFS Massachusetts Investors Trust Class A is notable for its long-term perspective, a low to moderate risk profile, and a historical commitment to identifying sustainable growth opportunities.
Fund Family MFS
Category Large Blend
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol MITTX
Share Class A
Index S&P 500 TR
MITTX had a total return of 15.27% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.53%.
