MFS Massachusetts Investors Trust Class A (MITTX)

Fund Assets	6.35B
Expense Ratio	0.71%
Min. Investment	$1,000
Turnover	n/a
Dividend (ttm)	5.19
Dividend Yield	13.66%
Dividend Growth	37.97%
Payout Frequency	Semi-Annual
Ex-Dividend Date	Dec 19, 2024

Previous Close	35.81
YTD Return	-0.14%
1-Year Return	11.13%
5-Year Return	112.25%
52-Week Low	n/a
52-Week High	n/a
Beta (5Y)	0.95
Holdings	64
Inception Date	Jul 15, 1924

About MITTX

The Fund's investment strategy focuses on Growth & Income with 0.7% total expense ratio. The minimum amount to invest in Massachusetts Investors Trust; Class A Shares is $1,000 on a standard taxable account. Massachusetts Investors Trust; Class A 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.

• Fund Family: MFS Funds Class A
• Category: Large Blend
• Performance Rating: Average
• Risk Rating: Below Average
• Stock Exchange: NASDAQ
• Ticker Symbol: MITTX
• Share Class: A
• Index: S&P 500 TR

Performance

MITTX had a total return of 11.13% in the past year. Since the fund's inception, the average annual return has been 7.27%, including dividends.

Equivalent Funds

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

Symbol	Provider	Name	Expense Ratio
undefined	Fidelity	Strategic Advisers Large Cap Fund	0.24%
undefined	Fidelity	Fidelity® Large Cap Core Enhanced Index Fund	0.39%
undefined	Vanguard	Vanguard Growth and Income Fund Investor Shares	0.36%
undefined	Fidelity	Fidelity Magellan Fund - Class K	0.40%
undefined	Fidelity	Fidelity Magellan Fund	0.47%

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%
MITDX	R4	0.46%
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	$4.7504	Dec 20, 2024
Jul 31, 2024	$0.43726	Aug 1, 2024
Dec 21, 2023	$3.41061	Dec 22, 2023
Jul 31, 2023	$0.34926	Aug 1, 2023
Dec 13, 2022	$2.10684	Dec 14, 2022
Jul 29, 2022	$0.88494	Aug 1, 2022