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MFS® Investors Trust Series

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CUSIP:  55273F407   Start of Investment Operations: 10/9/95  
Class Inception: 10/9/95  
Daily NAV:  $31.03  (as of 3/30/15)
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Series Profile

Modeled after America’s first mutual fund

Focuses on large-cap, high-quality companies with superior growth characteristics whose stocks are selling at reasonable levels.


Seeks capital appreciation.

Important Risk Considerations


  • Classification: Domestic Conservative Stock
  • Class Inception: 10/9/95  
  • Start of Investment Operations: 10/9/95  
  • CUSIP:  55273F407  

Portfolio Facts:

Portfolio characteristic data are based on unaudited net assets.

The portfolio is actively managed, and current holdings may be different.

Types of Holdings
(on 2/28/15)
Stocks 99.59%
Cash & Other1 0.41%
Top 10 Holdings
(on 2/28/15)  
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Full & Historical Holdings
JPMorgan Chase & Co
Danaher Corp
Visa Inc
Walt Disney Co
EMC Corp
United Technologies Corp
Valeant Pharmaceuticals International
Johnson & Johnson
Wells Fargo & Co
American Express Co

22.64% of total net assets
Total number of holdings: 83
5 Largest Equity Sectors/Categories
(on 2/28/15)
Financial Services 19.20%
Health Care 14.71%
Technology 10.22%
Industrial Goods & Services 9.59%
Consumer Staples 8.22%
Top 10 Country Weightings
(on 2/28/15)
United States 91.65%
Canada 3.39%
France 3.05%
Germany 0.78%
United Kingdom 0.72%

Portfolio characteristics are based on equivalent exposure, which measures how a portfolio's value would change due to price changes in an asset held either directly or, in the case of a derivative contract, indirectly. The market value of the holding may differ.


1 Cash and other assets are less liabilities.

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.

Before purchasing any variable product, consider the objectives, risks, charges, and expenses associated with the underlying investment option(s) and those of the product itself. For a prospectus, or summary prospectus if available, containing this and other information, contact your investment or insurance professional. Read the prospectus carefully before investing.