Financial Advisor / United States Investor / United States Other MFS Sites
home login register proxy voting careers contact us help

MFS® Investors Trust Series

       
   
Login or register to view all share classes.
   
   

Fact Sheet

Select another Series


CUSIP:  55273F407   Start of Investment Operations: 10/9/95  
Class Inception: 10/9/95  
Daily NAV:  $30.02  (as of 4/17/14)
    Characteristics Series Profile Performance Series Management Price History Reports/Prospectus Sales Tools

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.

Objective:

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 3/31/14)
Stocks 99.49%
Cash & Other1 0.51%
Top 10 Holdings
(on 3/31/14)  
What's this?
Full & Historical Holdings
JPMorgan Chase & Co
Google Inc
Danaher Corp
Pfizer Inc
EMC Corp
Johnson & Johnson
Wells Fargo & Co
Walt Disney Co
Visa Inc
Procter & Gamble Co

23.83% of total net assets
Total number of holdings: 82
 
5 Largest Equity Sectors/Categories
(on 3/31/14)
Financial Services 18.21%
Health Care 13.94%
Technology 13.55%
Industrial Goods & Services 9.57%
Energy 8.51%
Top 10 Country Weightings
(on 3/31/14)
United States 91.36%
France 3.34%
Canada 2.72%
Germany 1.23%
United Kingdom 0.83%
 
 

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, 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.