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MFS Massachusetts Investors Tr R4 (MITDX)
At close: November 15 at 8:00 PM EST
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.
MFS Massachusetts Investors Tr R4
Boston, MA 2199
111 Huntington Avenue 24th Floor
Fund Overview
| Category | Large Blend |
| Fund Family | MFS |
| Net Assets | 6.88B |
| YTD Return | 17.79% |
| Yield | 0.85% |
| Morningstar Rating | |
| Inception Date | Apr 01, 2005 |
Fund Operations
| Last Dividend | 0.08 |
| Last Cap Gain | 48.00 |
| Holdings Turnover | 20.00% |
| Average for Category | -- |
Fees & Expenses
| Expense | MITDX | Category Average |
|---|---|---|
| Annual Report Expense Ratio (net) | 0.46% | 0.78% |
| Prospectus Net Expense Ratio | 0.46% | -- |
| Prospectus Gross Expense Ratio | 0.46% | -- |
| Max 12b1 Fee | -- | -- |
| Max Front End Sales Load | -- | -- |
| Max Deferred Sales Load | -- | -- |
| 3 Yr Expense Projection | 0 | -- |
| 5 Yr Expense Projection | 0 | -- |
| 10 Yr Expense Projection | 0 | -- |
Management Information
Morningstar Style Box
Morningstar Category
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