Investor Presentaiton
Executive Summary
MFS®
Performance results (%) R6 shares at NAV (USD) as of 31-Mar-24
Portfolio
Benchmark^
15.05
12.96
13.30
11.75
11.49
9.96
10 year
5 year
3 year
29.88
27.78
1 year
10.75
10.56
1Q 2024
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.
Shares are available without a sales charge to eligible investors.
Source for benchmark performance SPAR, FactSet Research Systems Inc.
For periods of less than one-year returns are not annualized.
^ Standard & Poor's 500 Stock Index
Sector weights (%) as of 31-Mar-24
Portfolio Benchmark^^
Top overweights
Financials
Consumer Staples
Health Care
Top underweights
Consumer Discretionary
Information Technology
Communication Services
16.2
13.2
7.2
6.0
13.4
12.4
6.5
10.3
28.0
29.6
7.4
9.0
^^ Standard & Poor's 500 Stock Index
The Global Industry Classification Standard (GICS®) was developed by
and/or is the exclusive property of MSCI, Inc. and S&P Global Market
Intelligence Inc. ("S&P Global Market Intelligence"). GICS is a service
mark of MSCI and S&P Global Market Intelligence and has been licensed
for use by MFS. MFS has applied its own internal sector/industry
classification methodology for equity securities and non-equity securities
that are unclassified by GICS.
The Massachusetts Investors Trust outperformed the Standard & Poor's
500 Stock Index in the first quarter of 2024.
Contributors
• Consumer Discretionary - Stock
selection
• Information Technology - Stock
selection
• Individual stocks:
- Howmet Aerospace Inc.
- UnitedHealth Group Inc (not
held)
- Eaton Corporation PLC
Detractors
• Communication Services - Stock
selection
⚫Individual stocks:
- American Tower Corp
-Xcel Energy Inc
- Crown Holdings Inc
- Zoetis Inc
- Honeywell International Inc (Eq)
FOR DEALER AND INSTITUTIONAL USE ONLY. - Massachusetts Investors Trust
PRPEQ-MIT-31-Mar-24
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