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Nasdaq - Delayed Quote USD
MFS Massachusetts Investors Tr 529A (EAMTX)
33.54
+0.11
+(0.33%)
At close: December 22 at 8:00:13 PM EST
Fund Summary
The fund normally invests the fund's assets primarily in equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. While it may invest the fund's assets in companies of any size, the fund primarily invests in companies with large capitalizations. It may invest the fund's assets in foreign securities.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 31.86% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 16 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -16.65% |
| 5y Average Return | 11.09% |
| Rank in Category (ytd) | 42 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.95 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| EAMTX | Category Average | EAMTX | Category Average | EAMTX | Category Average | |
| Alpha | -1.47 | -0.01 | -0.74 | -0.01 | -0.59 | -0.01 |
| BETA | 0.95 | 0.01 | 0.96 | 0.01 | 0.97 | 0.01 |
| Mean Annual Return | 1.05 | 0.01 | 1.08 | 0.01 | 1.06 | 0.01 |
| R-squared | 97.74 | 0.94 | 97.52 | 0.95 | 96.62 | 0.95 |
| Standard Deviation | 17.93 | 0.17 | 15.91 | 0.19 | 13.37 | 0.15 |
| Sharpe Ratio | 0.68 | 0 | 1.11 | 0.01 | 1.49 | 0.01 |
| Treynor Ratio | 11.51 | 0.03 | 11.69 | 0.1 | 12.33 | 0.1 |
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