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Massachusetts Investors Trust Cl R2: (MF: MIRTX)

(NASDAQ Mutual Funds) As of Aug 21, 2026 06:00 PM ET

$34.88 USD

+0.11 (0.32%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD 9.20 47
3 months 4.18 40
6 months 6.37 55
1 Year 14.91 51
3 Year 15.31 52
5 Year 9.07 49
10 Year 12.70 47

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -45.00
Bull Market (2/09 - 3/21) 885.99

Load Adjusted Returns as of Jul 31, 2026

1 Year 14.49
5 Year 9.33
10 Year 12.91
Since Inception 9.91

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -4.00 11.04 NA NA
2025 -2.59 8.28 5.62 1.68
2024 10.59 3.33 3.55 0.86
2023 3.45 7.59 -4.25 11.53
2022 -6.45 -12.75 -5.91 8.72
2021 6.22 9.05 1.24 7.89

Annual Return

20262025202420232022202120202019201820172016
% Total Return 9.2013.2719.3718.86-16.5126.5413.8131.53-5.5223.218.53
% Total Return Rel to Index -3.60-4.94-5.64-7.371.69-2.14-4.580.04-1.131.42-3.40
% Total Return Rel to Peer -3.360.56-0.01-4.133.184.48-6.103.111.332.530.71
% Perf Quintile vs Peer* 4.003.003.004.002.002.004.002.003.003.003.00
% Dividends 0.080.110.090.210.230.170.170.120.200.220.18
% Yield 0.000.290.250.290.700.390.470.370.680.650.64
Capital Gains ($) 0.384.895.013.462.683.341.302.273.422.041.45
Expense Ratio 0.000.950.950.960.960.950.960.960.960.970.97

* 1 = Top 20%, 5 = Bottom 20%