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MFS Massachusetts Investors Tr 529A (EAMTX) Fund Ranking and Research

Ranking, Research and Recommendation of MFS Massachusetts Investors Tr 529A (EAMTX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of MFS Massachusetts Investors Tr 529A Fund (EAMTX) ManagerFund Manager - T. Kevin Beatty

Fund Manager Information

Fund Manager Tenure: 15.8 years
Fund Family: MFS
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.7)     (What does this score mean?)
Beatty is an investment officer and portfolio manager with MFS, his employer since 2002. Prior to joining MFS, Beatty was an investment research analyst at State Street Research & Management Co.  Get more insights on T. Kevin Beatty

 

Graph of MFS Massachusetts Investors Tr 529A Fund (EAMTX) ProfileMFS Massachusetts Investors Tr 529A Fund (EAMTX) Profile

Fund Profile and Description

MFS Massachusetts Investors Tr 529A Fund seeks capital appreciation. MFS Massachusetts Investors Tr 529A Fund invests primarily in equities. It may invest in companies it believes to have above-average earnings growth potential, in companies it believes are undervalued, or in a combination of growth and value companies. It generally focuses on companies with large capitalizations. It may invest in foreign securities and derivatives.

 

MFS Massachusetts Investors Tr 529A (EAMTX) Fund Strength What we like about MFS Massachusetts Investors Tr 529A (EAMTX) Fund

Data for MFS Massachusetts Investors Tr 529A Fund (EAMTX) as of May 30, 2016

  • MFS Massachusetts Investors Tr 529A Fund (EAMTX) management has been with MFS Massachusetts Investors Tr 529A Fund for 15.8 years
  • MFS Massachusetts Investors Tr 529A Fund (EAMTX) has good short-term performance (1-year return -0.22% vs -1.15% Large Blend category median performance)
  • MFS Massachusetts Investors Tr 529A Fund (EAMTX) has good mid-term performance (3-year return 9.56% vs 9.43% Large Blend category median performance)
  • MFS Massachusetts Investors Tr 529A Fund (EAMTX) has good Long-term performance (5-year return 10.30% vs 10.15% Large Blend category median performance)
  • MFS Massachusetts Investors Tr 529A Fund (EAMTX) ratio of up-years vs down years is greater than 2
  • MFS Massachusetts Investors Tr 529A Fund (EAMTX) has an annual stock turnover rate of 18.00% vs Large Blend average of 53.12%. It is good that MFS Massachusetts Investors Tr 529A management does not trade extensively for its return.
  • MFS Massachusetts Investors Tr 529A Fund (EAMTX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.3, lower than category average of 11.67
  • MFS Massachusetts Investors Tr 529A Fund (EAMTX) has a lower expense ratio than its Large Blend average: 0.74% vs 1.02%

MFS Massachusetts Investors Tr 529A Fund (EAMTX) Weakness What we are cautious about MFS Massachusetts Investors Tr 529A (EAMTX) Fund

Data for MFS Massachusetts Investors Tr 529A Fund (EAMTX) as of May 30, 2016

  • MFS Massachusetts Investors Tr 529A Fund (EAMTX) has a Morningstar rating of 3 and below
  • MFS Massachusetts Investors Tr 529A Fund (EAMTX) carries a 5.75% load
  • Asset base in MFS Massachusetts Investors Tr 529A Fund (EAMTX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See MFS Massachusetts Investors Tr 529A Fund (EAMTX) performance details as of May 30, 2016

 

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Compare MFS Massachusetts Investors Tr 529A Fund (EAMTX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
MFS Massachusetts Investors Tr 529A2.43-0.229.5610.30
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare MFS Massachusetts Investors Tr 529A Fund (EAMTX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of MFS Massachusetts Investors Tr 529A Fund (EAMTX) Net Asset TrackingMFS Massachusetts Investors Tr 529A (EAMTX) Fund Net Asset

Track net asset change of MFS Massachusetts Investors Tr 529A fund (EAMTX)

DateNet Asset
05/2016$6.19B
03/2016$6.24B
02/2016$6.64B
More historic net asset information on MFS Massachusetts Investors Tr 529A Fund (EAMTX)

  

Graph of MFS Massachusetts Investors Tr 529A Fund (EAMTX) Portfolio TrackingMFS Massachusetts Investors Tr 529A (EAMTX) Fund Portfolio Allocation

Track portfolio allocation change of MFS Massachusetts Investors Tr 529A fund (EAMTX)

DateCashStockBondOther
04/20160.69%99.31%0%0%
02/20160.7%99.3%0%0%
01/20161.28%98.72%0%0%
Click here to see more historic asset allocation information on MFS Massachusetts Investors Tr 529A Fund (EAMTX)

 

graph of MFS Massachusetts Investors Tr 529A Fund (EAMTX) Top 10 Position TrackingTop 10 Holdings in MFS Massachusetts Investors Tr 529A (EAMTX) Fund

Discover what MFS Massachusetts Investors Tr 529A Fund (EAMTX) manager is buying

Apr 29, 2016
JP Morgan Chase & Co. Common St [3.26%]
Danaher Corporation Common Stoc [3.15%]
Visa Inc. [2.88%]
Thermo Fisher Scientific Inc Co [2.45%]
Alphabet Inc. [2.28%]
American Tower Corporation (REI [2.26%]
Johnson & Johnson Common Stock [2.16%]
Schlumberger N.V. Common Stock [2.13%]
Bank of America Corporation Com [2.1%]
Accenture plc Class A Ordinary [1.96%]

Feb 28, 2016
Danaher Corporation Common Stoc [3.06%]
JP Morgan Chase & Co. Common St [3.06%]
Visa Inc. [2.84%]
Alphabet Inc. [2.43%]
Thermo Fisher Scientific Inc Co [2.31%]
Johnson & Johnson Common Stock [2.15%]
American Tower Corporation (REI [2%]
Accenture plc Class A Ordinary [1.95%]
Cognizant Technology Solutions [1.95%]
Wells Fargo & Company Common St [1.94%]

Jan 30, 2016
JP Morgan Chase & Co. Common St [3.15%]
Danaher Corporation Common Stoc [2.89%]
Visa Inc. [2.85%]
Alphabet Inc. [2.51%]
Thermo Fisher Scientific Inc Co [2.3%]
Cognizant Technology Solutions [2.11%]
Johnson & Johnson Common Stock [2.06%]
Wells Fargo & Company Common St [2.01%]
Accenture plc Class A Ordinary [2%]
American Tower Corporation (REI [1.99%]
Click here for Stock Holding Change Map in MFS Massachusetts Investors Tr 529A Fund (EAMTX)

  

Latest News on MFS Massachusetts Investors Tr 529A (EAMTX) Fund

See what is happening with MFS Massachusetts Investors Tr 529A Fund (EAMTX)

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MFS Massachusetts Investors Tr 529A Fund (EAMTX) Related ResourcesSee more information on MFS Massachusetts Investors Tr 529A (EAMTX) Fund

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