MASSACHUSETTS INVESTORS TRUST

Q: What type of mutual fund is MASSACHUSETTS INVESTORS TRUST?

MASSACHUSETTS INVESTORS TRUST is a SEC-registered Equity mutual fund with $6.7B in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk but historically offer stronger long-term returns compared to fixed income or money market funds. As of its latest SEC N-PORT filing, MASSACHUSETTS INVESTORS TRUST holds 33 portfolio positions, all of which are detailed in the holdings table on this page. All data is sourced directly from SEC EDGAR filings and displayed free of charge on StockSifting.

Q: How current is MASSACHUSETTS INVESTORS TRUST's holdings data on StockSifting?

Holdings data for MASSACHUSETTS INVESTORS TRUST on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The 'Report date' shown at the top of this page indicates when the underlying data was current. For the absolute latest portfolio disclosure before the public release window, refer to SEC EDGAR directly or the fund's official website.

CIK: 0000063091 Equity

Report date: 2026-02-24

AUM $6.7B

Expense Ratio —

Category Equity

State MA

Fiscal Year End —

Inception Date —

Manager —

Latest Filing 2026-02-24

About this Fund

MASSACHUSETTS INVESTORS TRUST is a renowned mutual fund company that specializes in providing a wide range of investment solutions to cater to the diverse needs of its clients. With a strong focus on asset management, the company offers an array of mutual funds that encompass equity, debt, hybrid, and other specialized funds, thereby enabling investors to create a well-diversified portfolio. By leveraging its expertise in wealth management, MASSACHUSETTS INVESTORS TRUST empowers investors to achieve their long-term financial goals through a systematic investment plan, or SIP, which allows them to invest a fixed amount of money at regular intervals, thereby reducing the impact of market volatility. The company's investor-centric approach ensures that it prioritizes the needs of its clients, providing them with personalized investment solutions that are tailored to their unique risk tolerance, investment horizon, and financial objectives. With a commitment to delivering exceptional investment performance, MASSACHUSETTS INVESTORS TRUST has established itself as a trusted partner for investors seeking to navigate the complexities of the financial markets. The company's key strengths lie in its experienced team of investment professionals, who possess a deep understanding of the markets and are dedicated to creating value for investors through their expertise in portfolio management. By combining a rigorous investment approach with a customer-focused mindset, MASSACHUSETTS INVESTORS TRUST has earned the trust of its investors, who appreciate the company's transparency, accountability, and unwavering commitment to helping them achieve financial success. As a leading mutual fund company, MASSACHUSETTS INVESTORS TRUST continues to innovate and adapt to the evolving needs of the investment landscape, ensuring that its clients remain at the forefront of the wealth management industry. With its broad range of mutual funds and investment solutions, the company is well-positioned to meet the diverse needs of its clients, whether they are seeking aggressive growth, income generation, or capital preservation. By partnering with MASSACHUSETTS INVESTORS TRUST, investors can gain access to a wealth of investment expertise, enabling them to make informed decisions and create a prosperous financial future. Through its dedication to excellence in asset management and investment solutions, MASSACHUSETTS INVESTORS TRUST has established a strong reputation as a reliable and trusted mutual fund company, and its commitment to delivering exceptional results has earned it a loyal client base.

Holdings

From latest SEC N-PORT filing · US-listed stocks only

33 positions

#	Security Name	CUSIP	Asset Type	Weight %	Value ($M)	Quantity
1	ABT Abbott Laboratories Since 2026-05-10	002824100	Equity (Common)	1.09%	$73.47	586,386
2	A Agilent Technologies Inc Since 2026-05-10	00846U101	Equity (Common)	1.13%	$75.98	558,419
3	GOOG Alphabet Inc Since 2026-05-10	02079K305	Equity (Common)	5.83%	$392.85	1,255,120
4	AMZN Amazon.com Inc Since 2026-05-10	023135106	Equity (Common)	4.82%	$324.84	1,407,323
5	DEO Diageo PLC Since 2026-05-10	—	Equity (Common)	0.59%	$40.06	1,859,578
6	AME AMETEK Inc Since 2026-05-10	031100100	Equity (Common)	0.68%	$45.53	221,769
7	ADI Analog Devices Inc Since 2026-05-10	032654105	Equity (Common)	1.24%	$83.88	309,285
8	AAPL Apple Inc Since 2026-05-10	037833100	Equity (Common)	6.57%	$443.01	1,629,540
9	ARMK Aramark Since 2026-05-10	03852U106	Equity (Common)	0.89%	$60.22	1,633,654
10	ANET Arista Networks Inc Since 2026-05-10	040413205	Equity (Common)	0.90%	$60.66	462,937
11	BJ BJ's Wholesale Club Holdings Inc Since 2026-05-10	05550J101	Equity (Common)	0.57%	$38.18	424,039
12	CME CME Group Inc Since 2026-05-10	12572Q105	Equity (Common)	1.33%	$89.45	327,561
13	COP ConocoPhillips Since 2026-05-10	20825C104	Equity (Common)	1.36%	$91.97	982,467
14	EMR Emerson Electric Co Since 2026-05-10	291011104	Equity (Common)	1.34%	$90.20	679,644
15	EPAM EPAM Systems Inc Since 2026-05-10	29414B104	Equity (Common)	0.86%	$57.78	282,036
16	META Meta Platforms Inc Since 2026-05-10	30303M102	Equity (Common)	3.22%	$217.03	328,781
17	HWM Howmet Aerospace Inc Since 2026-05-10	443201108	Equity (Common)	1.26%	$84.85	413,873
18	JPM JPMorgan Chase & Co Since 2026-05-10	46625H100	Equity (Common)	2.84%	$191.10	593,078
19	KVUE Kenvue Inc Since 2026-05-10	49177J102	Equity (Common)	0.47%	$31.37	1,818,742
20	CRM Salesforce Inc Since 2026-05-10	79466L302	Equity (Common)	1.52%	$102.18	385,718
21	TMO Thermo Fisher Scientific Inc Since 2026-05-10	883556102	Equity (Common)	1.22%	$81.93	141,385
22	TRU TransUnion Since 2026-05-10	89400J107	Equity (Common)	0.43%	$28.70	334,688
23	V Visa Inc Since 2026-05-10	92826C839	Equity (Common)	2.00%	$134.51	383,535
24	XEL Xcel Energy Inc Since 2026-05-10	98389B100	Equity (Common)	1.29%	$86.67	1,173,456
25	ZTS Zoetis Inc Since 2026-05-10	98978V103	Equity (Common)	0.53%	$35.98	285,979
26	ALLE Allegion plc Since 2026-05-10	—	Equity (Common)	1.14%	$76.79	482,305
27	AON Aon PLC Since 2026-05-10	—	Equity (Common)	1.36%	$92.00	260,698
28	LIN Linde PLC Since 2026-05-10	—	Equity (Common)	1.16%	$78.28	183,590
29	MDT Medtronic PLC Since 2026-05-10	—	Equity (Common)	1.50%	$100.85	1,049,830
30	STX Seagate Technology Holdings PLC Since 2026-05-10	—	Equity (Common)	0.80%	$54.08	196,360
31	STE STERIS PLC Since 2026-05-10	—	Equity (Common)	1.34%	$90.46	356,816
32	TEL TE Connectivity PLC Since 2026-05-10	—	Equity (Common)	1.20%	$80.58	354,176
33	CHKP Check Point Software Technologies Ltd Since 2026-05-10	—	Equity (Common)	1.29%	$87.22	470,019

Frequently Asked Questions — MASSACHUSETTS INVESTORS TRUST

What type of mutual fund is MASSACHUSETTS INVESTORS TRUST?

MASSACHUSETTS INVESTORS TRUST is a SEC-registered Equity fund, with $6.7B in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate. As of its latest SEC N-PORT filing, MASSACHUSETTS INVESTORS TRUST holds 33 portfolio positions, all detailed in the holdings table on this page.

What are MASSACHUSETTS INVESTORS TRUST's assets under management (AUM)?

MASSACHUSETTS INVESTORS TRUST has $6.7B in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.

What are MASSACHUSETTS INVESTORS TRUST's top holdings?

According to MASSACHUSETTS INVESTORS TRUST's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include Abbott Laboratories, Agilent Technologies Inc, Alphabet Inc , among others. The complete list of all 33 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.

What is MASSACHUSETTS INVESTORS TRUST's expense ratio?

Expense ratio data for MASSACHUSETTS INVESTORS TRUST is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.

Where can I find MASSACHUSETTS INVESTORS TRUST's SEC filings?

MASSACHUSETTS INVESTORS TRUST is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0000063091. You can access all of MASSACHUSETTS INVESTORS TRUST's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0000063091). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.

How current is MASSACHUSETTS INVESTORS TRUST's holdings data on StockSifting?

Holdings data for MASSACHUSETTS INVESTORS TRUST on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.