Massachusetts Investors Trust Portfolio Overview slide image

Massachusetts Investors Trust Portfolio Overview

Responsible Active Management We create long-term value by allocating capital responsibly COLLECTIVE EXPERTISE Engagement ■ Diversity and collaboration ■ Integrated research LONG-TERM DISCIPLINE ■ Conviction and longer time horizons ■ Continuity/Succession planning ■ Alignment of incentives MFS® RISK MANAGEMENT ■ Risk-aware culture ■ Understanding material risks ■ Capacity management Uncovering market opportunities while striving to protect our clients' reputations 42929.7 1 FOR INVESTMENT PROFESSIONAL USE ONLY. Not intended for retail investors. - Massachusetts Investors Trust MIT-RF-MT-USD-US-1Q24.1
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