Massachusetts Investors Trust Portfolio Overview slide image

Massachusetts Investors Trust Portfolio Overview

MFS® Global Research Platform MFS® 119 Fundamental Research Analysts 25 U.S. Equity Analysts 37 Non-U.S. Equity Analysts 52 Fixed Income Analysts 5 Dedicated ESG & Stewardship Research Analysts 8 Global Sector Teams Organized by region and sectors Collaborative Research Environment 12 Analyst-Managed Strategies Global, Regional and Country specific strategies with security selection driven by dedicated sector teams on the ground, globally 103 Portfolio Managers With significant industry experience in value, core, growth, quantitative and fixed income investing 12 Quantitative Analysts 12 Quantitative Analysts backed by 17 Quantitative Research Associates backed by 38 Investment/Research/ Stewardship Associates As of 31-Mar-24. Toronto Boston São Paulo London Luxembourg Tokyo | Hong Kong Singapore Sydney 45798.3 We believe a fully integrated global research platform provides competitive advantages FOR INVESTMENT PROFESSIONAL USE ONLY. Not intended for retail investors. - Massachusetts Investors Trust MIT-RF-MT-USD-US-1Q24.5 5
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