MFS Massachusetts Investors Trust (MITTX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MITTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MITTX
MITTX charges 0.70% annually. There are 203 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | MITTX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | MITTX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | MITTX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | MITTX vs FLCPX | |
| State Street Equity 500 Index II Portfolio | 0.02% | — | Aug 2014 | MITTX vs SSEYX |
Best Risk-Adjusted Alternatives to MITTX
MITTX has a PortfoliosLab risk / return rank of 37. There are 296 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | MITTX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | MITTX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | MITTX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | MITTX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | MITTX vs IGIAX |
Top Performing MITTX Alternatives (YTD)
MITTX is at 7.06% YTD. There are 290 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.95% | 17.20B | Dec 2004 | MITTX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | MITTX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.37% | — | Jan 1995 | MITTX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | MITTX vs FLVCX | |
| PrimeCap Odyssey Stock Fund | 26.80% | — | Nov 2004 | MITTX vs POSKX |
Lowest Volatility Alternatives to MITTX
MITTX has 11.75% 1-year volatility. There are 67 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.29% | — | Jun 2013 | MITTX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | MITTX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.37% | — | Jul 2012 | MITTX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | MITTX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | MITTX vs FSUVX |
Lowest Drawdown Alternatives to MITTX
MITTX has a 1-year max drawdown of -9.76%. There are 247 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | MITTX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | MITTX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | MITTX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | MITTX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | MITTX vs QUERX |
Other Mutual Funds from MFS
The 10 most viewed MFS mutual funds shown here include MIEIX, MEIKX, MEIIX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| MFS International Equity Fund Class R6 | Foreign Large Cap Equities | 13 | 3.08% | — | Jan 1996 | MITTX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 37 | 6.94% | — | May 2006 | MITTX vs MEIKX | |
| MFS Value Fund Class I | Large Cap Value Equities | 37 | 6.89% | — | Feb 1996 | MITTX vs MEIIX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 39 | 10.05% | — | Sep 2004 | MITTX vs MDIJX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 6 | -4.19% | — | Jan 1935 | MITTX vs MIGFX | |
| MFS Growth R6 | Large Cap Growth Equities | 11 | 3.75% | — | Jun 2012 | MITTX vs MFEKX | |
| MFS Growth I | Large Cap Growth Equities | 11 | 3.70% | — | Jul 1997 | MITTX vs MFEIX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 28 | 6.23% | — | — | MITTX vs MINIX | |
| MFS Value Fund | Large Cap Value Equities | 36 | 6.76% | — | Jan 1996 | MITTX vs MEIAX | |
| MFS Total Return Fund | Diversified Portfolio | 32 | 2.35% | — | Oct 1970 | MITTX vs MSFRX |
Often Compared With MITTX
Investors most often compare MITTX with SPY, VFIAX, VTI. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare MITTX with Any Fund or Stock
Compare MITTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MITTX with funds that move differently
MFS Massachusetts Investors Trust alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MITTX.
Explore MITTX Diversifiers