MFS Massachusetts Investors Trust Class R4 (MITDX)

Fund Assets	6.56B
Expense Ratio	0.46%
Min. Investment	$0.00
Turnover	n/a
Dividend (ttm)	5.28
Dividend Yield	14.49%
Dividend Growth	25.29%
Payout Frequency	Semi-Annual
Ex-Dividend Date	Dec 19, 2024

Previous Close	36.26
YTD Return	-0.11%
1-Year Return	11.41%
5-Year Return	107.05%
52-Week Low	n/a
52-Week High	n/a
Beta (5Y)	n/a
Holdings	64
Inception Date	Apr 1, 2005

About MITDX

The Fund's investment strategy focuses on Growth & Income with 0.46% total expense ratio. Massachusetts Investors Trust; Class R4 Shares seeks current income and long-term growth of capital and income by investing in common stocks. While the Fund may invest in companies of any size, the Fund generally focuses on companies with larger market capitalizations that have sustainable growth prospects and attractive valuations.

• Category: Large Blend
• Performance Rating: Average
• Risk Rating: Below Average
• Stock Exchange: NASDAQ
• Ticker Symbol: MITDX
• Share Class: R4
• Index: S&P 500 TR

Performance

MITDX had a total return of 11.41% in the past year. Since the fund's inception, the average annual return has been 10.03%, including dividends.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
FALCX	Fidelity	Strategic Advisers Large Cap Fund	0.24%
FLCEX	Fidelity	Fidelity® Large Cap Core Enhanced Index Fund	0.39%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
MITJX	R6	0.38%
MITIX	I	0.46%
MITTX	A	0.71%
MITHX	R3	0.71%

Top 10 Holdings

40.15% of assets

Name	Symbol	Weight
Microsoft Corporation	MSFT	7.81%
Alphabet Inc.	GOOGL	5.66%
Amazon.com, Inc.	AMZN	5.58%
NVIDIA Corporation	NVDA	4.64%
Apple Inc.	AAPL	4.07%
JPMorgan Chase & Co.	JPM	2.92%
Visa Inc.	V	2.78%
Salesforce, Inc.	CRM	2.51%
Fiserv, Inc.	FI	2.20%
Mastercard Incorporated	MA	1.98%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 19, 2024	$4.82216	Dec 20, 2024
Jul 31, 2024	$0.45954	Aug 1, 2024
Dec 21, 2023	$3.47676	Dec 22, 2023
Jul 31, 2023	$0.73896	Aug 1, 2023
Dec 13, 2022	$2.17264	Dec 14, 2022
Jul 29, 2022	$0.9093	Aug 1, 2022