MFS® Investors Trust Series

$ 29.30
$0.57 As of 03/23/18
As of 02/28/18

MFS® Investors Trust Series

$0.57 As of 03/23/18
As of 02/28/18
$ 29.3
$0.57 As of 03/23/18
As of 02/28/18

Seeks capital appreciation.


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

Start Of Investment Operations
Net Assets ($ M)
As of 02/28/18

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

Standard & Poor's 500 Stock Index

Top 10 Holdings

As of 02/28/18
  • JPMorgan Chase & Co
  • Bank of America Corp
  • Alphabet Inc Class A
  • Visa Inc
  • Cognizant Technology Solutions Corp
  • Thermo Fisher Scientific Inc
  • American Tower Corp REIT
  • Johnson & Johnson
  • Alphabet Inc Class C
  • Accenture PLC

Important Risk Considerations

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

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.


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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 12/31/17 (*YTD Updated Daily, As of 03/23/18 , 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 units, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted.

    Out Of Funds
    Out Of Funds
    Out Of Funds
    Out Of Funds

    Important Performance Information

    Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the series' performance results would be less favorable. All results assume the reinvestment of dividends and capital gains. The performance is as of the date shown; it may not include the series' entire investment portfolio and is subject to change.

    The returns for the series shown do not reflect the deduction of expenses associated with variable products, such as mortality and expense risk charges, separate account charges, and sales charges imposed by insurance company separate accounts. Such expenses would reduce the overall returns shown. Please refer to the variable product's annual report for performance that reflects the deduction of the fees and charges imposed by insurance company separate accounts.

    Withdrawals of taxable amounts from variable annuity contracts prior to age 59½ may be subject to an additional 10% federal tax penalty as well as income tax. Amounts withdrawn from a variable insurance contract will reduce the death benefit and withdrawals of earnings will be subject to income tax.

    Sales Charges

    Initial Class shares have no sales charge.

    No representation is made, and no assurance can be given, that any investment's results will be comparable to the investment results of any other product with similar investment objectives and policies, including products with the same investment professional or manager. Differences in portfolio size, investments held, contract and portfolio expenses, and other factors can be expected to affect performance.

    A Word About Variable Products

    Issued by insurance companies, variable annuity and variable life insurance contracts allow investors to accumulate money on a tax deferred basis for long-term financial goals. Mortality and expense charges (which compensate the insurance company for insurance risks it assumes under the contract), surrender charges (typically levied if a contract holder cancels it within a certain period following initial purchase), and an annual maintenance charge are among the fees typically associated with these types of variable products.
    Also keep in mind that any income guarantees are subject to the claims-paying ability of the issuing insurance company, and that contract owners have options when a contract's payout phase begins. Generally, investors may take their money in a lump sum, make discretionary or systematic distributions, or they can annuitize.
    Please refer investors to your variable annuity or life insurance contract as well as the underlying fund prospectus(es) for more
    detailed information and other important considerations, which should be read carefully before investing.

    Annual Rate of Return %
    Pricing & Distributions