Massachusetts Investors Trust Portfolio Overview

Portfolio Construction Idea Generation Fundamental Research & Valuation Analysis Analysis & Construction Fundamental Company Risk Assessment Portfolio Construction Massachusetts Investors Trust MFS® Quantitative Portfolio Risk Assessment Operational, financial and valuation risk assessment ■ Consideration of disruption risk ■ Evaluate range of potential outcomes ■ Determine position size by conviction, risk vs. reward and liquidity ■ Diversified at the stock, industry and sector level ■ Sell discipline • Stock becomes expensive Better alternative available Change in thesis ■ Portfolio level risk characteristics ■ Macro risk assessment Liquidity and capacity risk analysis Consideration of downside risk management in making investment decisions 7 FOR INVESTMENT PROFESSIONAL USE ONLY. Not intended for retail investors. - Massachusetts Investors Trust MIT-RF-MT-USD-US-1Q24.7

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