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MITHX - MFS Massachusetts Investors Tr R3

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MFS Massachusetts Investors Tr R3 (MITHX)
Expense Ratio: 0.78%
Expected Lifetime Fees: $23,764.33


The MFS Massachusetts Investors Tr R3 fund (MITHX) is a Large Blend fund started on 04/1/2005 and has $3.20 billion in assets under management. The current manager has been running MFS Massachusetts Investors Tr R3 since 07/23/2004. The fund is rated by Morningstar. In addition to trading fees and broker commissions, this fund has 12b-1 fees of 0.25%

MarketRiders Prefers The Following ETF

Vanguard Large Cap ETF (VV)
Expense Ratio: 0.10%
Expected Lifetime Fees: $3,271.86


The Vanguard Large Cap ETF (VV) is an Exchange Traded Fund. It is a "basket" of securities that index the Large Blend investment strategy and is an alternative to a Large Blend mutual fund. Fees are very low compared to a comparable mutual fund like MFS Massachusetts Investors Tr R3 because computers automatically manage the stocks.



The Following Large Blend Funds Have Lower Fees Than MFS Massachusetts Investors Tr R3 (MITHX). Why are these metrics important?
Mutual Fund Name Ticker Symbol Turnover Assets (M) Annual Fees
AllianceBern Tx-Mgd Wlth Appr Strat Adv ATWYX 73.0% 586 0.77%
American Beacon S&P 500 Idx Instl AASPX 15.0% 467 0.16%
American Beacon S&P 500 Idx Inv AAFPX 15.0% 467 0.64%
American Century Equity Growth Instl AMEIX 74.0% 2,000 0.49%
American Century Equity Growth Inv BEQGX 74.0% 2,000 0.69%
American Century Equity Index Instl ACQIX 3.0% 239 0.30%
American Century Equity Index Inv ACIVX 3.0% 239 0.50%
American Funds Fundamental Investors A ANCFX 28.0% 47,800 0.63%
American Funds Fundamental Investors R4 RFNEX 28.0% 47,800 0.66%
American Funds Fundamental Investors R5 RFNFX 28.0% 47,800 0.36%
American Funds Fundamental Investors R6 RFNGX 28.0% 47,800 0.31%
American Funds Fundamental Invs F-1 AFIFX 28.0% 47,800 0.67%
American Funds Fundamental Invs F-2 FINFX 28.0% 47,800 0.42%
American Funds Invmt Co of America A AIVSX 28.0% 54,700 0.61%
American Funds Invmt Co of America F-1 AICFX 28.0% 54,700 0.66%
American Funds Invmt Co of America F-2 ICAFX 28.0% 54,700 0.40%
American Funds Invmt Co of America R4 RICEX 28.0% 54,700 0.65%
American Funds Invmt Co of America R5 RICFX 28.0% 54,700 0.35%
American Funds Invmt Co of America R6 RICGX 28.0% 54,700 0.30%
BlackRock Index Equity Instl PNIEX 6.0% 521 0.18%
BlackRock Index Equity Inv A CIEAX 6.0% 521 0.42%
BlackRock Index Equity Svc PNESX 6.0% 521 0.39%
BlackRock S&P 500 Index A MDSRX 6.0% 1,800 0.56%
BlackRock S&P 500 Index Instl MASRX 6.0% 1,800 0.30%
BlackRock S&P 500 Stock WFSPX 9.0% 321 0.18%
Bridgeway Blue Chip 35 Index BRLIX 19.0% 275 0.15%
Clipper CFIMX 15.0% 1,000 0.75%
Cohen & Steers Dividend Value I DVFIX 33.0% 125 0.65%
Columbia Large Cap Enhanced Core Z NMIMX 67.0% 260 0.70%
Columbia Large Cap Index A NEIAX 6.0% 2,300 0.42%
Columbia Large Cap Index Z NINDX 6.0% 2,300 0.17%
Columbia Large Core Quantitative R5 RSIPX 57.0% 3,300 0.65%
Davis NY Venture Y DNVYX 8.0% 22,200 0.62%
DFA Enhanced US Large Company I DFELX 140.0% 179 0.27%
DFA Tax-Managed US Equity DTMEX 11.0% 1,400 0.22%
DFA US Core Equity 1 I DFEOX 5.0% 4,300 0.20%
DFA US Large Company DFUSX 4.0% 3,800 0.10%
DFA US Sustainability Core 1 DFSIX 14.0% 169 0.37%
Dreyfus Basic S&P 500 Stock Index DSPIX 2.1% 1,200 0.20%
Dreyfus Fund Incorporated DREVX 67.6% 965 0.77%
Dreyfus S&P 500 Index PEOPX 3.4% 2,200 0.50%
Dreyfus Strategic Value I DRGVX 88.4% 1,000 0.73%
DWS Core Equity Institutional SUWIX 191.0% 3,200 0.53%
DWS Core Equity S SCD1Z 191.0% 3,200 0.64%
DWS Core Equity S SCDGX 191.0% 3,200 0.64%
DWS Equity 500 Index Inst BTIIX 3.0% 1,500 0.24%
DWS Equity 500 Index S BTIEX 3.0% 1,500 0.31%
DWS S&P 500 Index A SXPAX 3.0% 703 0.71%
DWS S&P 500 Index S SCPIX 3.0% 703 0.39%
Eaton Vance Tx-Mgd Growth 1.1 I EITMX 2.0% 1,100 0.61%
Evergreen Equity Index Instl WFIOX 3.0% 2,200 0.25%
Federated Max-Cap Index Instl FISPX 53.0% 518 0.36%
Federated Max-Cap Index Svc FMXSX 53.0% 518 0.66%
Fidelity Advisor Diversified Stock I FDTIX 76.0% 1,700 0.74%
Fidelity Advisor Growth & Income I FGIOX 123.0% 1,400 0.72%
Fidelity Disciplined Equity FDEQX 153.0% 7,600 0.59%
Fidelity Growth & Income FGRIX 129.0% 5,100 0.72%
Fidelity Large Cap Core Enhanced Index FLCEX 104.0% 247 0.46%
Fidelity Spartan 500 Index Advtg FUSVX 5.0% 44,000 0.06%
Fidelity Spartan 500 Index Inv FUSEX 5.0% 44,000 0.10%
Fidelity Spartan Total Market Index Inv FSTMX 17.0% 12,200 0.10%
Fidelity Spartan Total Mkt Idx Advtg FSTVX 17.0% 12,200 0.07%
Fifth Third Equity Index A KNIDX 2.0% 340 0.45%
Fifth Third Equity Index Instl KNIEX 2.0% 340 0.20%
Franklin Rising Dividends Adv FRDAX 4.0% 7,500 0.75%
GE Instl US Large Cap Core Eq Inv GEIVX 44.0% 198 0.40%
GE Instl US Large Cap Core Eq Svc GEVSX 44.0% 198 0.65%
GMO Quality III GQETX 40.0% 18,600 0.48%
Goldman Sachs Structured Tx-Mgd Eq I GCTIX 99.0% 307 0.69%
Goldman Sachs Structured US Equity I GSELX 46.0% 319 0.55%
Harbor Large Cap Value Instl HAVLX 43.0% 273 0.68%
Hartford Capital Appreciation HLS IA HIACX 113.0% 8,700 0.67%
Hartford Capital Appreciation Y HCAYX 75.0% 11,800 0.70%
ING Core Equity Research I AEGIX 75.0% 365 0.75%
ING Index Plus LargeCap I AELIX 130.0% 276 0.70%
INTECH U.S. Core Fund Class I JRMCX 93.0% 330 0.73%
Janus Contrarian Fund Class I JCONX 130.0% 2,500 0.64%
JPMorgan Disciplined Equity Instl JPIEX 169.0% 1,100 0.45%
JPMorgan Disciplined Equity Sel JDESX 169.0% 1,100 0.60%
JPMorgan Equity Index A OGEAX 7.0% 1,700 0.45%
JPMorgan Equity Index Select HLEIX 7.0% 1,700 0.20%
Legg Mason Batterymarch S&P 500 Index A SBS1Z 5.0% 230 0.59%
Legg Mason Cap Mgmt Value I LMNVX 47.0% 2,200 0.77%
Legg Mason ClearBridge Appreciation I SAPYX 27.0% 4,000 0.71%
Lord Abbett Classic Stock I LARYX 27.0% 799 0.63%
Lord Abbett Fundamental Equity I LAVYX 56.0% 4,600 0.74%
MainStay Common Stock I MSOIX 139.0% 116 0.74%
MainStay S&P 500 Index A MSXAX 4.0% 1,600 0.60%
Mairs & Power Growth Inv MPGFX 2.8% 2,200 0.72%
MFS Massachusetts Investors Tr I MITIX 21.0% 3,200 0.53%
MFS Massachusetts Investors Tr R4 MITDX 21.0% 3,200 0.53%
MFS Research I MRFIX 69.0% 2,400 0.68%
MFS Research R4 MFRJX 69.0% 2,400 0.68%
Munder Index 500 A MUXAX 5.0% 229 0.76%
Nationwide Inv Destinations Agrsv A NDAAX 9.7% 981 0.74%
Nationwide S&P 500 Index A GRMAX 4.1% 2,400 0.62%
Neuberger Berman Focus Fund Institutional Class NFALX 113.0% 523 0.75%
Northern Stock Index NOSIX 2.7% 3,100 0.10%
Nuveen Equity Index A FAEIX 2.0% 721 0.61%
Nuveen Equity Index I FEIIX 2.0% 721 0.36%
Oppenheimer Main Street Y MIGYX 35.0% 5,200 0.57%
Parnassus Equity Income - Inst PRILX 63.0% 4,300 0.70%
PIMCO StocksPLUS Admin PSP2Z 404.0% 1,000 0.75%
PIMCO StocksPLUS Instl PSTKX 404.0% 1,000 0.50%
PIMCO StocksPLUS Long Duration Instl PSLDX 276.0% 533 0.59%
PIMCO StocksPLUS Total Return Instl PSPTX 601.0% 430 0.64%
Pioneer Y PYODX 10.0% 5,800 0.72%
PNC S&P 500 Index A PIIAX 27.0% 111 0.62%
PNC S&P 500 Index I PSXIX 27.0% 111 0.37%
Principal Capital Appreciation Inst PWCIX 12.7% 1,700 0.52%
Principal Large Cap S&P 500 Index A PLSAX 4.3% 2,500 0.62%
Principal Large Cap S&P 500 Index R3 PLFMX 4.3% 2,500 0.73%
Principal Large Cap S&P 500 Index R5 PLFPX 4.3% 2,500 0.42%
Prudential Jennison Value Z PEIZX 56.0% 767 0.74%
Prudential Stock Index A PSIAX 5.0% 679 0.55%
Prudential Stock Index Z PSIFX 5.0% 679 0.25%
RS Large Cap Alpha Y RCEYX 41.0% 648 0.63%
Russell US Core Equity I REASX 90.0% 3,500 0.74%
Russell US Core Equity I REASZ 90.0% 3,500 0.74%
Schroder North American Equity Adv SNAVX 72.0% 520 0.74%
Schroder North American Equity Inv SNAEX 72.0% 520 0.39%
Schwab 1000 Index SNXFX 5.0% 4,600 0.29%
Schwab Core Equity Inv SWANX 35.0% 1,600 0.73%
Schwab MarketTrack All Equity Investor SWEGX 12.0% 450 0.65%
Schwab S&P 500 Index SWPPX 3.0% 11,700 0.09%
Schwab Total Stock Market Index SWTSX 1.0% 1,900 0.09%
Selected American Shares D SLADX 11.0% 5,700 0.61%
SSgA S&P 500 Index Instl SVSPX 2.0% 1,100 0.18%
Steward Large Cap Enhanced Index Inst SEECX 22.0% 157 0.55%
T. Rowe Price Capital Opportunity PRCOX 36.6% 358 0.77%
T. Rowe Price Dividend Growth PRDGX 10.4% 2,400 0.68%
T. Rowe Price Equity Index 500 PREIX 5.5% 13,900 0.30%
T. Rowe Price Total Equity Market Idx POMIX 6.2% 593 0.41%
TIAA-CREF Equity Index Instl TIEIX 11.0% 3,600 0.07%
TIAA-CREF Equity Index Premier TCEPX 11.0% 3,600 0.22%
TIAA-CREF Equity Index R TIQRX 11.0% 3,600 0.32%
TIAA-CREF Equity Index Retail TINRX 11.0% 3,600 0.40%
TIAA-CREF Growth & Income Instl TIGRX 116.0% 2,600 0.47%
TIAA-CREF Growth & Income Premier TRPGX 116.0% 2,600 0.62%
TIAA-CREF Growth & Income Retire TRGIX 116.0% 2,600 0.72%
TIAA-CREF S&P 500 Index Instl TISPX 14.0% 1,400 0.07%
TIAA-CREF S&P 500 Index Retire TRSPX 14.0% 1,400 0.32%
TIAA-CREF Social Choice Eq Instl TISCX 19.0% 1,200 0.19%
TIAA-CREF Social Choice Eq Premier TRPSX 19.0% 1,200 0.34%
TIAA-CREF Social Choice Eq Retail TICRX 19.0% 1,200 0.50%
TIAA-CREF Social Choice Eq Retire TRSCX 19.0% 1,200 0.44%
Vanguard 500 Index Investor VFINX 4.0% 107,600 0.17%
Vanguard 500 Index Signal VIFSX 4.0% 107,600 0.05%
Vanguard Capital Value Inv VCVLX 149.0% 647 0.58%
Vanguard Dividend Appreciation Idx Inv VDAIX 14.0% 13,200 0.25%
Vanguard Dividend Growth Inv VDIGX 13.0% 9,900 0.31%
Vanguard Growth & Income Adm VGIAX 120.0% 4,000 0.23%
Vanguard Growth & Income Inv VQNPX 120.0% 4,000 0.34%
Vanguard Institutional Index Instl VINIX 5.0% 104,800 0.04%
Vanguard Institutional Index Instl Pl VIIIX 5.0% 104,800 0.02%
Vanguard Instl Ttl Stk Mkt Idx Instl VITNX 12.0% 19,400 0.05%
Vanguard Large Cap Index Instl VLISX 7.0% 5,500 0.08%
Vanguard Large Cap Index Inv VLACX 7.0% 5,500 0.24%
Vanguard Large Cap Index Signal VLCSX 7.0% 5,500 0.10%
Vanguard Russell 1000 Index Instl VRNIX 20.0% 355 0.08%
Vanguard Russell 3000 Index Instl VRTTX 32.0% 130 0.09%
Vanguard Tax-Managed Capital App Adm VTCLX 2.0% 3,800 0.12%
Vanguard Tax-Managed Growth & Inc Adm VTGLX 6.0% 2,400 0.12%
Vanguard Total Stock Market Idx Instl VITSX 5.0% 181,800 0.05%
Vanguard Total Stock Mkt Idx Inv VTSMX 5.0% 181,800 0.18%
Vanguard Total Stock Mkt Idx Signal VTSSX 5.0% 181,800 0.06%
Victory Inst Diversified Stock VIDSX 87.0% 593 0.61%
Wells Fargo Advantage Index A WFILX 3.0% 2,200 0.56%
Wells Fargo Advantage Index A WIF3Z 3.0% 2,200 0.56%
Wells Fargo Advantage Index Fund Investor Class WFIRX 3.0% 2,200 0.45%
Wilshire 5000 Index Instl WINDX 9.0% 154 0.53%
Wilshire 5000 Index Invmt WFIVX 9.0% 154 0.74%



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Why Are These Metrics Important?


Turnover
Turnover represents how much of a mutual fund's holdings are changed over the course of a year through buying and selling. Active mutual funds have an average turnover rate of about 85%, meaning that funds are turning over nearly all of their holdings every year. A high turnover means you could make lower returns because: 1) buying and selling stocks costs money through commissions and spreads and 2) the fund will distribute yearly capital gains which increases your taxes. Look for funds with turnover rates below 50%. For comparison, ETF turnover rates average around 10% or lower.

Assets
Generally, smaller funds do better than larger ones. The more assets in a mutual fund, the lower the chance that it will beat its index. Managers outperform an index by choosing stocks that are undervalued. In order to find these undervalued stocks, the manager has to know more than his competitors to develop an "edge." There are only a finite number of stocks a mutual fund manager can reasonably analyze and actively track to gain such a competitive edge. When the fund has more assets, the manager must analyze large companies because he needs to take larger positions. Large companies are more efficiently priced in the market and it becomes increasingly difficult to get an edge.