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Massachusetts Investors Trust Class B: (MF: MITBX)
(NASDAQ Mutual Funds) As of Aug 22, 2025 08:00 PM ET
$35.86 USD
+0.47 (1.33%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jul 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.33 | 48 |
| 3 months | 11.99 | 58 |
| 6 months | 3.97 | 44 |
| 1 Year | 10.60 | 56 |
| 3 Year | 12.50 | 55 |
| 5 Year | 12.53 | 57 |
| 10 Year | 10.79 | 49 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 93.77 |
| Bear Market (10/07 - 2/09) | -45.37 |
| Bull Market (2/09 - 3/21) | 701.18 |
Load Adjusted Returns as of Jul 31, 2025
| 1 Year | 5.24 |
| 5 Year | 13.07 |
| 10 Year | 10.86 |
| Since Inception | 8.63 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -2.70 | 8.12 | NA | NA |
| 2024 | 10.47 | 3.19 | 3.44 | 0.73 |
| 2023 | 3.34 | 7.42 | -4.34 | 11.36 |
| 2022 | -6.58 | -12.84 | -6.05 | 8.58 |
| 2021 | 6.07 | 8.92 | 1.11 | 7.75 |
| 2020 | -20.58 | 19.21 | 7.07 | 11.72 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.33 | 18.79 | 18.27 | -16.94 | 25.89 | 13.26 | 30.92 | -6.02 | 22.63 | 7.93 | -0.49 |
| % Total Return Rel to Index | -1.24 | -6.22 | -7.97 | 1.26 | -2.79 | -5.13 | -0.56 | -1.62 | 0.83 | -4.00 | -1.88 |
| % Total Return Rel to Peer | 0.39 | -0.59 | -4.72 | 2.75 | 3.83 | -6.65 | 2.49 | 0.83 | 1.95 | 0.11 | 1.10 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 2.00 | 2.00 | 4.00 | 3.00 | 3.00 | 3.00 | 3.00 | 3.00 |
| % Dividends | 0.01 | 0.00 | 0.00 | 0.02 | 0.04 | 0.06 | 0.02 | 0.03 | 0.04 | 0.04 | 0.03 |
| % Yield | 0.02 | 0.00 | 0.00 | 0.06 | 0.10 | 0.18 | 0.05 | 0.11 | 0.14 | 0.15 | 0.11 |
| Capital Gains ($) | 0.74 | 5.00 | 3.46 | 2.68 | 3.34 | 1.30 | 2.27 | 3.42 | 2.04 | 1.45 | 1.38 |
| Expense Ratio | 0.00 | 1.45 | 1.46 | 1.46 | 1.45 | 1.46 | 1.46 | 1.46 | 1.47 | 1.47 | 1.46 |
* 1 = Top 20%, 5 = Bottom 20%