Massachusetts Investors Trust Portfolio Overview

Massachusetts Investors Trust Team Jude M Jason ■ Equity Portfolio Manager MFS® ■ As an Equity Portfolio Manager, responsible for final buy and sell decisions, portfolio construction and risk and cash management. Participates in the research process and strategy discussions. Joined MFS in 2012 ■ Previous experience includes 2 years as Private Equity Associate at Lightyear Capital; 3 years as Investment Banking Analyst at Citigroup ■ Harvard University, MBA ■ Babson College, BS Alison O'Neill ■ Co-CIO Equity ■ Serves on MFS Global Equity Management Team ■ As Co--Chief Investment Officer of Equity for the Americas and a Portfolio Manager, partners with the firm's other regional co-CIOs in the research management process and strategy discussions, including by developing investment policies and programs that achieve the investment objectives of MFS and its clients. ■ Joined MFS in 2005; previous positions include Director of Research - North America; Equity Research Analyst ■ Previous experience includes 3 years as Investment Associate at Putnam Investments ■ Additional MFS experience includes participation in MFS' Summer MBA Internship program in 2004. ■ Massachusetts Institute of Technology, MBA ■ Harvard College, AB, cum laude 08APR24 FOR INVESTMENT PROFESSIONAL USE ONLY. Not intended for retail investors. - Massachusetts Investors Trust MIT-RF-MT-USD-US-1Q24.24 24 24

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