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Massachusetts Investors Trust


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Symbol: MITTX   CUSIP:  575736103   Newspaper Abbreviation: MITA   Fund number: 12  
Daily NAV:  $27.97  (as of 4/23/14)
    Characteristics Fund Profile Performance Portfolio Management Dividends and Capital Gains Price History Fund Reports/Prospectus Insightful Investing

Holdings-based Characteristics

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Portfolio characteristic data are based on unaudited net assets.

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Portfolio - Equity Level Data
(on 3/31/14)
Weighted Average Price/Earnings (next 12 months) 16.26x
Weighted Average Price/Cash Flow 12.42x
Weighted Average Price/Sales 2.18x
Weighted Average Price/Book 2.76x
Weighted Average IBES Long Term EPS Growth 11.65%
Weighted Average Market Cap $101.2b
Weighted Median Market Cap $58.9b
# of Stock Holdings 82
% in Stocks 98.41%
% in Cash & Other 1 1.59%
% in Top Ten 23.58%

Sector Weights
(on 3/31/14)
% Assets 
Financial Services 18.00%
Health Care 13.78%
Technology 13.39%
Industrial Goods & Services 9.47%
Energy 8.41%
Consumer Staples 7.59%
Leisure 7.13%
Retailing 5.66%
Basic Materials 3.92%
Utilities & Communications 3.75%
Special Products & Services 3.57%
Transportation 1.98%
Autos & Housing 1.75%
Cash & Other1 1.59%

(on 3/31/14)
Country % Assets 
North America   93.06%
  United States 90.37%
  Canada 2.69%
Europe ex-U.K.   4.52%
  France 3.30%
  Germany 1.22%
Cash & Other1   1.59%
  Cash & Other 1.59%
United Kingdom   0.82%
  United Kingdom 0.82%

Weighted Average IBES Long Term EPS Growth sourced from: Thomson Reuters.


Equity Portfolio Characteristics displayed prior to 1/31/10 reflects its market value, and is not based on equivalent exposure, which may differ.


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.

This publication is authorized for distribution only when preceded or accompanied by a prospectus, or summary prospectus, for the portfolio being offered. Consider the fund's investment objectives, risks, charges and expenses. Contact MFS or view online. Read it carefully.