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Massachusetts Investors Trust - C: (MF: MITCX)
(NASDAQ Mutual Funds) As of Aug 22, 2025 08:00 PM ET
$34.35 USD
+0.45 (1.33%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jul 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.33 | 48 |
| 3 months | 11.98 | 58 |
| 6 months | 3.95 | 44 |
| 1 Year | 10.55 | 57 |
| 3 Year | 12.48 | 56 |
| 5 Year | 12.51 | 57 |
| 10 Year | 10.79 | 49 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 93.81 |
| Bear Market (10/07 - 2/09) | -45.39 |
| Bull Market (2/09 - 3/21) | 701.28 |
Load Adjusted Returns as of Jul 31, 2025
| 1 Year | 8.49 |
| 5 Year | 13.06 |
| 10 Year | 10.85 |
| Since Inception | 9.14 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -2.69 | 8.11 | NA | NA |
| 2024 | 10.47 | 3.19 | 3.45 | 0.68 |
| 2023 | 3.34 | 7.43 | -4.34 | 11.36 |
| 2022 | -6.57 | -12.86 | -6.01 | 8.55 |
| 2021 | 6.07 | 8.91 | 1.12 | 7.77 |
| 2020 | -20.58 | 19.25 | 7.07 | 11.71 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.33 | 18.75 | 18.27 | -16.95 | 25.90 | 13.28 | 30.86 | -6.00 | 22.65 | 7.96 | -0.55 |
| % Total Return Rel to Index | -1.24 | -6.26 | -7.97 | 1.25 | -2.78 | -5.11 | -0.62 | -1.61 | 0.85 | -3.97 | -1.94 |
| % Total Return Rel to Peer | 0.39 | -0.63 | -4.72 | 2.74 | 3.84 | -6.63 | 2.43 | 0.85 | 1.97 | 0.14 | 1.04 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 2.00 | 2.00 | 4.00 | 3.00 | 3.00 | 3.00 | 3.00 | 3.00 |
| % Dividends | 0.04 | 0.00 | 0.05 | 0.06 | 0.05 | 0.07 | 0.02 | 0.03 | 0.06 | 0.05 | 0.04 |
| % Yield | 0.13 | 0.00 | 0.00 | 0.18 | 0.12 | 0.20 | 0.07 | 0.11 | 0.19 | 0.19 | 0.17 |
| Capital Gains ($) | 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%