MFS Massachusetts Investors Trust

Overview

MFS Massachusetts Investors Trust is a mutual fund that seeks capital appreciation by investing in large-cap, high-quality companies with durable business models, solid balance sheets, and strong management teams. The fund focuses on companies trading at reasonable valuations and aims for above-average durable growth potential. It is one of the oldest mutual funds in the United States, having been established in 1924. The fund's investment strategy involves selecting companies across various sectors, including technology, healthcare, consumer discretionary, financial services, and communication services. It primarily invests in the United States but also includes international holdings to achieve diversification. The fund is managed by experienced portfolio managers who conduct thorough research and analysis to identify investment opportunities that align with the fund's objectives. MFS Massachusetts Investors Trust has a long-standing track record of providing investors with access to a diversified portfolio of large-cap equities. The fund's philosophy emphasizes responsible capital allocation, thoughtful risk management, and long-term discipline. It is designed for investors seeking growth through exposure to high-quality companies with strong fundamentals and sustainable business models.

Investment Focus

• Minimum initial investment: $1,000
• Minimum subsequent investment: $50
• Expense ratio: 0.7%
• Front-end load: 5.75%

Portfolio Companies