Massachusetts Investors Trust

US Equity | MITTX
$ 33.79
$0.13 As of 12/14/17
$6.5B
As of 11/30/17
Morningstar
View Overall Morningstar Ratings Information

Massachusetts Investors Trust

US Equity
MITTX
$0.13 As of 12/14/17
As of 11/30/17
US Equity | MITTX
$ 33.79
$0.13 As of 12/14/17
$6.5B
As of 11/30/17
Morningstar
View Overall Morningstar Ratings Information
INVESTMENT OBJECTIVE

Seeks capital appreciation.

INVESTMENT FOCUS

America's first mutual fund

Focuses on durability and quality of business model by investing in "blue chip," high quality companies with durable competitive advantages and strong management teams and maintaining a belief that quality is underappreciated by the market

Fund Information

Fund Commencement
03/21/24
Net Assets ($ M)
As of 11/30/17
$6571.41
Fiscal Year End
DECEMBER
Benchmark

Standard & Poor's 500 Stock Index measures the broad U.S. stock market.

Standard & Poor's 500 Stock Index

Top 10 Holdings

As of 11/30/17
  • JPMorgan Chase & Co
  • Visa Inc
  • Bank of America Corp
  • Alphabet Inc Class A
  • Thermo Fisher Scientific Inc
  • Broadcom Ltd
  • American Tower Corp REIT
  • Cognizant Technology Solutions Corp
  • Alphabet Inc Class C
  • Accenture PLC
MANAGERS

Important Risk Considerations

The fund may not achieve its objective and/or you could lose money on your investment in the fund.

Stock markets and investments in individual stocks are volatile and can decline significantly in response to issuer, market, economic, industry, political, regulatory, geopolitical, and other conditions.

Please see the prospectus for further information on these and other risk considerations.

Performance

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Average Annual Total Returns %

Average Annual Total Returns %

These results represent the percent change in net asset value.
Monthly | Quarterly As of 09/30/17 (*YTD Updated Daily, As of 12/14/17 , subject to revision and not annualized.)

    Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value fluctuate so your shares, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted.

    MORNINGSTAR RATING
    Morningstar Overall Rating As of 11/30/17 Class A Shares

    Morningstar Large Blend

    Morningstar ratings are based on risk adjusted performance.

    OVERALL
    Out Of Funds
    NA
    OVERALL MORNINGSTAR RATING
    Morningstar Overall Rating As of 11/30/17 Class A Shares

    Morningstar Large Blend

    Morningstar ratings are based on risk adjusted performance.

    NA
    THREE YEAR
    Out Of Funds
    NA
    FIVE YEAR
    Out Of Funds
    NA
    TEN YEAR
    Out Of Funds
    NA

    Important Performance Information

    Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable. All results are historical and assume the reinvestment of dividends and capital gains.

    Sales Charges

    Class A shares ("A") results include the maximum sales charge.

    Annual Rate of Return %
    Pricing & Distributions