Massachusetts Investors Trust Portfolio Overview
Historical Sector Exposure
Five years as of 31 March 2024
Portfolio
Maximum
Minimum
Average
Standard & Poor's 500
Stock Index average
Communication Services
13.5
7.4
10.4
9.8
Consumer Discretionary
15.3
5.4
10.0
11.6
Consumer Staples
10.4
5.0
8.4
7.5
Energy
5.6
0.7
3.7
4.8
Financials
20.1
9.8
14.0
12.9
Health Care
20.1
13.3
16.3
14.1
Industrials
10.2
5.7
7.9
9.1
Information Technology
30.4
19.3
24.6
25.0
Materials
5.8
3.0
4.2
2.7
Real Estate
4.1
1.9
3.0
2.8
Utilities
3.3
0.5
0.8
3.0
Exposure to Non-US
Non-US
8.6
3.4
6.4
MFS®
Effective 30-Nov-18, the Global Industry Classification Standard (GICS) underwent a structural change with respect to its current Telecommunication Services sector, which was broadened and renamed as
Communication Services. This renamed sector incorporates existing Telecommunications Services companies and select constituents from the Information Technology and Consumer Discretionary sectors.
The sector weights on and after 30-Nov-18 reflect the GICS sectors after the change; the sector weights before 30-Nov-18 reflect the GICS sectors before the change.
FOR INVESTMENT PROFESSIONAL USE ONLY. Not intended for retail investors. - Massachusetts Investors Trust
MIT-RF-MT-USD-US-1Q24.19
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