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Fund Intelligence | Best Managers | MITIX Insights | MITIX Score | MITIX Performance | MITIX Manager | MITIX News | MITIX Allocation | MITIX Holdings Change

Mutual Fund Insights: MFS Massachusetts Investors Tr I Fund (MITIX)

In-depth Analysis of MFS Massachusetts Investors Tr I Fund (MITIX)

Mutual fund chart: MFS Massachusetts Investors Tr I Fund (MITIX)

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See MFS Massachusetts Investors Tr I Fund (MITIX) performance details as of January 31, 2010

  

    Last Trade: $17.67 on 3/16/2010, Change: +0.09 (0.51%)
Experiment our closing price forecasting tool for MFS Massachusetts Investors Tr I Fund (MITIX) (alpha release)

  

Fund Manager - T. Kevin Beatty

Fund Manager Tenure: 5.7 years   [Similar Funds: MITBX  MITCX  MITDX  MITGX  MITHX  MITTX ]
Fundmojo Fund Grade: A (Score: 0.79)     (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

  

What we like about MFS Massachusetts Investors Tr I Fund (MITIX) What we like about MFS Massachusetts Investors Tr I Fund (MITIX)

Data for MFS Massachusetts Investors Tr I Fund (MITIX) as of January 31, 2010

  • MFS Massachusetts Investors Tr I Fund (MITIX) management has been with MFS Massachusetts Investors Tr I Fund for 5.7 years
  • MFS Massachusetts Investors Tr I Fund (MITIX) has good mid-term performance (3-year return -2.93% vs -7.17% Large Blend category average)
  • MFS Massachusetts Investors Tr I Fund (MITIX) has good Long-term performance (5-year return 2.84% vs 0.19% Large Blend category average)
  • MFS Massachusetts Investors Tr I Fund (MITIX) ratio of up-years vs down years is greater than 2
  • MFS Massachusetts Investors Tr I Fund (MITIX) has a Morningstar rating of 4 and above
  • MFS Massachusetts Investors Tr I Fund (MITIX) is less volatile than its peers as it has a 3-year Standard Deviation of 18.35, lower than category average of 20.52
  • MFS Massachusetts Investors Tr I Fund (MITIX) has a lower management fee than its Large Blend average: 0.54% vs 1.10%
  • MFS Massachusetts Investors Tr I Fund (MITIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about MFS Massachusetts Investors Tr I Fund (MITIX) What we are cautious about MFS Massachusetts Investors Tr I Fund (MITIX)

Data for MFS Massachusetts Investors Tr I Fund (MITIX) as of January 31, 2010

  • MFS Massachusetts Investors Tr I Fund (MITIX) has a less-than-ideal short-term performance (1-year return 33.16% vs 34.15% Large Blend category average)
See MFS Massachusetts Investors Tr I Fund (MITIX) performance details as of January 31, 2010

  

  

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MFS Massachusetts Investors Tr I Fund (MITIX) Net Asset

Track net asset change of MFS Massachusetts Investors Tr I fund (MITIX)

DateNet Asset
01/2010$60.26M
11/2009$65.81M
10/2009$61.38M
More historic net asset information on MFS Massachusetts Investors Tr I Fund (MITIX)

  

MFS Massachusetts Investors Tr I Fund (MITIX) Portfolio Allocation

Track portfolio allocation change of MFS Massachusetts Investors Tr I fund (MITIX)

DateCashStockBondOther
10/20091.22%98.78%0%0%
09/20090.83%99.17%0%0%
08/20090.96%99.05%0%0%
Click here to see more historic asset allocation information on MFS Massachusetts Investors Tr I Fund (MITIX)

  

Most Recent Top 10 Holdings in MFS Massachusetts Investors Tr I Fund (MITIX)

Discover what MFS Massachusetts Investors Tr I Fund (MITIX) manager is buying

31-Oct-09
JP MORGAN CHASE CO [2.74%]
PROCTER GAMBLE CO [2.37%]
HEWLETT PACKARD CO [2.34%]
JOHNSON AND JOHNS DC [2.3%]
ABBOTT LABORATORIES [2.29%]
Cisco Systems, Inc. [2.19%]
Oracle Corporation [2.19%]
Google Inc. [2.18%]
Intel Corporation [2.06%]
AT&T INC. [2.05%]

30-Sep-09
JP MORGAN CHASE CO [2.95%]
JOHNSON AND JOHNS DC [2.31%]
PROCTER GAMBLE CO [2.3%]
Cisco Systems, Inc. [2.21%]
ABBOTT LABORATORIES [2.17%]
AT&T INC. [2.07%]
HEWLETT PACKARD CO [2.07%]
Intel Corporation [2.06%]
Google Inc. [1.97%]
STATE STREET CP [1.88%]

31-Aug-09
JP MORGAN CHASE CO [3.04%]
JOHNSON AND JOHNS DC [2.4%]
Intel Corporation [2.4%]
PROCTER GAMBLE CO [2.23%]
Cisco Systems, Inc. [2.1%]
AT&T INC. [2.08%]
ABBOTT LABORATORIES [2.06%]
HEWLETT PACKARD CO [2.04%]
BK OF AMERICA CP [2.01%]
Oracle Corporation [1.96%]
Click here for Stock Holding Change Map in MFS Massachusetts Investors Tr I Fund (MITIX)

  

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