Massachusetts Investors Trust Portfolio Overview
Characteristics
I shares
As of 31-Mar-24
Fundamentals - weighted average
Market capitalization
Diversification
IBES long-term EPS growth¹
Price/earnings (12 months forward)
Market capitalization (USD)²
Top ten issues
Number of Issues
Turnover
Risk/reward (10 year)
Trailing 1 year turnover³
Historical tracking error
Standard deviation
Beta
Portfolio
MFS
Standard & Poor's 500 Stock Index
14.4%
13.8%
22.1x
21.9x
790.9 bn
805.6 bn
38%
32%
69
503
26%
2.59%
14.66%
0.95
15.16%
1
Source: FactSet
Weighted average.
3 US Turnover Methodology: (Lesser of Purchase or Sales)/Average Month End Market Value
Past performance is no guarantee of future results. No forecasts can be guaranteed.
FOR INVESTMENT PROFESSIONAL USE ONLY. Not intended for retail investors. - Massachusetts Investors Trust
MIT-PODBK-17-Apr-24
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