MFS® Massachusetts Investors Trust

Scorecard
4 / 5 Stars
Lipper
4 4 5 5 2
Zacks Investment Research
4 (Sell)
Standard & Poor's
4 / 5 Stars
TheStreet.com
B+ (Buy)

U.S. News evaluated 464 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 23.57 percent over the past year, 15.71 percent over the past three years, 17.39 percent over the past five years, and 8.89 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 5.1%
1 Year 23.6%
3 Years (Annualized) 15.7%
5 Years (Annualized) 17.4%
10 Years (Annualized) 8.9%

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Summary

The investment seeks capital appreciation. The fund normally invests the fund's assets primarily in equity securities. Equity securities include common stocks, preferred stocks, securities convertible into stocks, equity interests in real estate investment trusts (REITs), and depositary receipts for such securities. It may invest the fund's assets in the stocks of companies it believes to have above average earnings growth potential compared to other companies (growth companies), in the stocks of companies it believes are undervalued compared to their perceived worth (value companies), or in a combination of growth and value companies.

Fees

Fees are Average compared to funds in the same category.
MFS® Massachusetts Investors Trust has an expense ratio of 0.47 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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See Also:

Top MFS Funds