Massachusetts Investors Trust Portfolio Overview
Massachusetts Investors Trust Team
Team managed
Jude Jason
Portfolio Manager
Alison O'Neill
Joseph MacDougall, CFA
Portfolio Manager
16 years industry experience
22 years industry experience
Institutional Portfolio Manager¹
29 years industry experience
Additional Resources
Michael Nickolini
Investment Product Specialist
28 years industry experience
MFS®
As of 31-Mar-24.
1 As an Institutional Portfolio Manager, communicates investment policy, strategy, and positioning. Participates in the research process and strategy discussions. Assesses portfolio risk, customizes portfolio
objectives and policies, and manages daily cash flows.
Years of industry experience as of 31-Dec-23.
Experienced management, tested by markets, backed by depth
3
FOR INVESTMENT PROFESSIONAL USE ONLY. Not intended for retail investors. - Massachusetts Investors Trust
MIT-RF-MT-USD-US-1Q24.3View entire presentation