Massachusetts Investors Trust Portfolio Overview
Relative Annual Historical Sector Allocations
% of Portfolio
6
4
2
-2
-4
MFS minus S&P 500 Stock Index sector weights
2014 2015 2016 2017 2018 2019 2020 2021 2022 2023
-6
Health
Care
Materials Consumer Financials
Staples
Real
Estate
Industrials Communi Telecom-
Energy
Utilities
-cation munication
Services Services
Consumer Information
Discretionary Technology
MFS®
Overweight
Underweight
Effective 30 November 2018, the Global Industry Classification Standard (GICS) underwent a structural change with respect to its current Telecommunication Services sector, which was broadened and renamed
as Communication Services. This renamed sector incorporates existing Telecommunications Services companies and select constituents from the Information Technology and Consumer Discretionary sectors.
The sector weights on and after 30 November 2018 reflect the GICS sectors after the change; the sector weights before 30 November 2018 reflect the GICS sectors before the change.
FOR INVESTMENT PROFESSIONAL USE ONLY. Not intended for retail investors. - Massachusetts Investors Trust
MIT-RF-MT-USD-US-1Q24.20
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