Investor Presentaiton
Characteristics
As of 31-Mar-24
Fundamentals - weighted average
IBES long-term EPS growth
Price/earnings (12 months forward)
Market capitalization
Market capitalization (USD)
Diversification
Top ten issues
Number of Issues
2
Turnover
3
Trailing 1 year turnover
Risk/reward (10 year)
Historical tracking error
Standard deviation
Beta
^ Standard & Poor's 500 Stock Index
Past performance is no guarantee of future results.
No forecasts can be guaranteed.
Portfolio
Benchmark^
1 Source: FactSet
13.8%
22.1x
14.4%
21.9x
790.9 bn
805.6 bn
38%
69
32%
503
26%
2.60%
14.66%
0.95
15.16%
FOR DEALER AND INSTITUTIONAL USE ONLY. - Massachusetts Investors Trust
PRPEQ-MIT-31-Mar-24
MFS®
2 Weighted average.
3 US Turnover Methodology: (Lesser of Purchase or Sales)/Average Month
End Market Value
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