Massachusetts Investors Trust Portfolio Overview

Massachusetts Investors Trust Team Continued... Joseph G. MacDougall, CFA ■ Equity Institutional Portfolio Manager Michael A. Nickolini MFS® ■ As an Equity Institutional Portfolio Manager, participates in the research process and strategy discussions. Assesses portfolio risk, customizes portfolios to client objectives and guidelines, and manages daily cash flows. Communicates investment policy, strategy, and positioning. ■ Joined MFS in 2000; previous positions include Senior Product Manager ■ Previous experience includes 1 year as Senior Investment Analyst at UAM Investment Services; 4 years as Senior Financial Analyst and Director of Managed Accounts at New England Securities ■ Works directly on the firm's US mid and small cap value and large cap core equity portfolios. -Serves as portfolio manager on the firm's US research portfolios, providing general oversight of analyst-led portfolios ■ Affiliations include CFA Institute, CFA Society of Boston ■ Boston University, MBA ■ Boston College, BS ■ Sr. Strategist - Investment Product Specialist ■ As a Sr. Strategist - Investment Product Specialist, communicates investment policy, strategy and tactics, performs portfolio analysis and leads product development. ■ Joined MFS in 2008 ■ Previous experience includes 9 years as Senior Vice President, Investment Product Manager, Portfolio Specialist and Internal Wholesaler at Putnam Investments ■S.U.N.Y. Brockport, BS ■ Northeastern University, MSF 08APR24 FOR INVESTMENT PROFESSIONAL USE ONLY. Not intended for retail investors. - Massachusetts Investors Trust MIT-RF-MT-USD-US-1Q24.25 25

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