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 197 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 | |
| Vanguard Total Stock Market Index Fund Institution... | 0.02% | 2.30T | Apr 2015 | MITTX vs VSMPX |
Best Risk-Adjusted Alternatives to MITTX
MITTX has a PortfoliosLab risk / return rank of 39. There are 274 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 97 | — | Mar 2021 | MITTX vs SVPFX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 92 | — | Dec 2018 | MITTX vs FTZIX | |
| Vanguard PRIMECAP Core Fund | 92 | 18.10B | Dec 2004 | MITTX vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | MITTX vs GTLOX | |
| Pin Oak Equity | 90 | — | Aug 1992 | MITTX vs POGSX |
Top Performing MITTX Alternatives (YTD)
MITTX is at 8.24% YTD. There are 258 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 24.47% | 18.10B | Dec 2004 | MITTX vs VPCCX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 24.27% | — | Dec 2018 | MITTX vs FTZIX | |
| PRIMECAP Odyssey Growth Fund | 22.85% | — | Nov 2004 | MITTX vs POGRX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 22.24% | — | Dec 2015 | MITTX vs RESGX | |
| Integrity ESG Growth & Income Fund | 21.87% | — | Jan 1995 | MITTX vs IGIAX |
Lowest Volatility Alternatives to MITTX
MITTX has 12.09% 1-year volatility. There are 72 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | MITTX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.21% | — | Jul 2012 | MITTX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.23% | — | Jul 2012 | MITTX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.85% | — | Aug 2018 | MITTX vs JEPIX | |
| SGI U.S. Large Equity Fund | 9.33% | — | Feb 2012 | MITTX vs SILVX |
Lowest Drawdown Alternatives to MITTX
MITTX has a 1-year max drawdown of -9.76%. There are 243 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | MITTX vs SVPFX | |
| 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 | |
| AAMA Equity Fund | -6.07% | — | Jun 2017 | MITTX vs AMFEX |
Other Mutual Funds from MFS
The 10 most viewed MFS mutual funds shown here include MIEIX, MEIKX, MDIJX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| MFS International Equity Fund Class R6 | Foreign Large Cap Equities | 40 | 8.67% | — | Jan 1996 | MITTX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 70 | 10.58% | — | May 2006 | MITTX vs MEIKX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 61 | 11.35% | — | Sep 2004 | MITTX vs MDIJX | |
| MFS Value Fund Class I | Large Cap Value Equities | 69 | 10.50% | — | Feb 1996 | MITTX vs MEIIX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 6 | -1.78% | — | Jan 1935 | MITTX vs MIGFX | |
| MFS Growth R6 | Large Cap Growth Equities | 7 | 0.75% | — | Jun 2012 | MITTX vs MFEKX | |
| MFS Growth I | Large Cap Growth Equities | 7 | 0.70% | — | Jul 1997 | MITTX vs MFEIX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 51 | 9.12% | — | — | MITTX vs MINIX | |
| MFS Value Fund | Large Cap Value Equities | 67 | 10.34% | — | Jan 1996 | MITTX vs MEIAX | |
| MFS Total Return Fund | Diversified Portfolio | 68 | 6.34% | — | Oct 1970 | MITTX vs MSFRX |
Often Compared With MITTX
Investors most often compare MITTX with SPY, PRFDX, VFIAX. 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