Massachusetts Investors Trust Portfolio Overview
Massachusetts Investors Trust
Performance as of 31 March 2024
Class A at NAV
Standard & Poor's 500 Stock Index
Performance results (%) Class A shares
Class A w/max 5.75% sales charge
15.05
12.96
12.92
11.39
11.59
10.74
9.60
7.46
11.49
27.36
20.03
29.88
10.66
10.56
MFS®
10 Years
5 Years
3 Years
1 Year
Morningstar Category: Large Blend
59th
505/888
4.30
1Q24
70th
851/1179
64th
853/1293
60th
905/1422
Rank percentile
Rank/# of funds
Performance data shown represent past performance
and are no guarantee of future results. Investment
return and principal value fluctuate so your shares,
when sold, may be worth more or less than the original
cost; current performance may be lower or higher
than quoted. For most recent month-end performance,
please visit mfs.com.
Performance results reflect any applicable expense
subsidies and waivers in effect during the periods
shown. Without such subsidies and waivers the fund's
performance results would be less favorable. All results
assume the reinvestment of dividends and capital gains.
Periods less than one year are actual not annualized.
Source: Benchmark performance from SPAR, FactSet
Research Systems Inc.
It is not possible to invest directly in an index. Index
performance will differ from our actively managed
strategies, which may involve a higher degree of risk.
Morningstar rankings may vary among share classes
and are based on historical total returns, which are not
indicative of future results.
©2024 Morningstar, Inc. All Rights Reserved. The
information contained herein: (1) is proprietary to
Morningstar and/or its content providers; (2) may not
be copied or distributed; and (3) is not warranted to be
accurate, complete or timely. Neither Morningstar nor
its content providers are responsible for any damages or
losses arising from any use of this information.
FOR INVESTMENT PROFESSIONAL USE ONLY. Not intended for retail investors. - Massachusetts Investors Trust
MIT-PODBK-19-Apr-24
A-12View entire presentation