MITCX Rating, Research - Mfs Massachusetts Investors Tr C

Mfs Massachusetts Investors Tr C (mitcx)

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Short Term Rating Stock Ratings Help
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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
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Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands
Long Term Rating Stock Ratings Help

HOLD

SWOT Statistics

Strengths + Opportunities = 260

Threats + Weaknesses = 146

When strengths & opportunities substantially exceed threats & weaknesses an investment in the mitcx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Mfs Massachusetts Investors Tr C (MITCX) Description: MITCX is a mutual fund, which is an investment that owns a basket of assets. The MITCX mutual fund was provided by Mfs and this investment vehicle derives the majority of its value from equity holdings (stocks). Mfss mutual fund has a medium management tenure and is in the average fund size classification. MITCXs minimum initial investment amount is $1000 while the IRA minimum is $250. MITCXs expense ratio is roughly 2%. The latest MITCXs front end load was 0% and the back end load was 1%. The Mfs Massachusetts Investors Tr C (MITCX) mutual fund falls under the large-cap mixed category. MITCX focuses its investments in USA and MITCX is not affiliated with a particular industry or fund sector. The Mfs Massachusetts Investors Tr C (MITCX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find MITCXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of MITCXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks to maximize total return. The fund invest at least 80% of net assets (plus borrowings, if any) in equity securities (see equity research) of companies (??IAM Companies?) that have entered into collective bargaining agreements with the International Association of Machinists and Aerospace Workers or affiliated labor unions, or are listed in the S&P 500® Index, and have not been identified by the International Association of Machinists and Aerospace Workers or affiliated labor unions as having non-union sentiment. It may also invest up to 20% of assets in securities in non-IAM Companies.


Management Analysis Update


Performance Analysis Update