MITTX – MFS Massachusetts Investors Tr A Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation. The fund normally invests the fund's assets primarily in equity securities. Equity securities include common stocks, depositary receipts, 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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
MITIX	MFS Massachusetts Investors Trust Class I	Institutional	Open			Jan 2, 1997	$1.32B	0.440%	Low	$0	$22.29M
MITTX	MFS Massachusetts Investors Trust Class A	Front Load	Open			Jul 15, 1924	$4.17B	0.690%	Low	$1,000	−$452.28M
MITBX	MFS Massachusetts Investors Trust Class B	Deferred Load	Closed			Sep 7, 1993	$2.18M	1.440%	Below Average	$1,000	−$4.02M
MITCX	MFS Massachusetts Investors Trust Class C	Level Load	Open			Jul 1, 1996	$53.24M	1.440%	Below Average	$1,000	−$14.62M
MITDX	MFS Massachusetts Investors Trust Class R4	Retirement, Large	Open			Apr 1, 2005	$21.91M	0.440%	Low	$0	−$15.34M
MITJX	MFS Massachusetts Investors Trust Class R6	Retirement, Large	Open			Jun 1, 2012	$1.17B	0.370%	Low	$0	−$161.59M
MIRTX	MFS Massachusetts Investors Trust Class R2	Retirement, Medium	Limited			Oct 31, 2003	$59.69M	0.940%	Below Average	$0	−$10.91M
MITHX	MFS Massachusetts Investors Trust Class R3	Retirement, Medium	Open			Apr 1, 2005	$135.71M	0.690%	Low	$0	−$37.30M
MITGX	MFS Massachusetts Investors Trust Class R1	Retirement, Small	Limited			Apr 1, 2005	$3.20M	1.440%	Above Average	$0	−$1.52M

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