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Massachusetts Investors Trust Class B: (MF: MITBX)

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

$35.93 USD

+0.12 (0.34%)

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 8.86 49
3 months 4.03 44
6 months 6.12 57
1 Year 14.34 53
3 Year 14.73 56
5 Year 8.52 56
10 Year 12.14 53

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 93.77
Bear Market (10/07 - 2/09) -45.37
Bull Market (2/09 - 3/21) 804.80

Load Adjusted Returns as of Jul 31, 2026

1 Year 9.37
5 Year 8.79
10 Year 12.34
Since Inception 8.68

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -4.15 10.92 NA NA
2025 -2.70 8.12 5.49 1.58
2024 10.47 3.19 3.44 0.73
2023 3.34 7.42 -4.34 11.36
2022 -6.58 -12.84 -6.05 8.58
2021 6.07 8.92 1.11 7.75

Annual Return

20262025202420232022202120202019201820172016
% Total Return 8.8612.7318.7918.27-16.9425.8913.2630.92-6.0222.637.93
% Total Return Rel to Index -3.89-5.48-6.22-7.971.26-2.79-5.13-0.56-1.620.83-4.00
% Total Return Rel to Peer -3.650.02-0.59-4.722.753.83-6.652.490.831.950.11
% Perf Quintile vs Peer* 4.003.003.004.002.002.004.003.003.003.003.00
% Dividends 0.000.010.000.000.020.040.060.020.030.040.04
% Yield 0.000.020.000.020.060.100.180.050.110.140.15
Capital Gains ($) 0.384.895.003.462.683.341.302.273.422.041.45
Expense Ratio 0.001.451.451.461.461.451.461.461.461.471.47

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