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Massachusetts Investors Trust Class R4: (MF: MITDX)
(NASDAQ Mutual Funds) As of Aug 22, 2025 08:00 PM ET
$39.07 USD
+0.52 (1.35%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jul 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.95 | 42 |
| 3 months | 12.25 | 57 |
| 6 months | 4.48 | 39 |
| 1 Year | 11.68 | 52 |
| 3 Year | 13.63 | 49 |
| 5 Year | 13.65 | 42 |
| 10 Year | 11.91 | 39 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -44.62 |
| Bull Market (2/09 - 3/21) | 843.87 |
Load Adjusted Returns as of Jul 31, 2025
| 1 Year | 10.70 |
| 5 Year | 14.20 |
| 10 Year | 11.97 |
| Since Inception | 10.44 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -2.46 | 8.37 | NA | NA |
| 2024 | 10.73 | 3.47 | 3.71 | 0.97 |
| 2023 | 3.61 | 7.71 | -4.12 | 11.64 |
| 2022 | -6.35 | -12.65 | -5.77 | 8.83 |
| 2021 | 6.32 | 9.22 | 1.34 | 8.05 |
| 2020 | -20.40 | 19.54 | 7.34 | 11.98 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.95 | 20.00 | 19.45 | -16.12 | 27.17 | 14.38 | 32.20 | -5.06 | 23.86 | 9.04 | 0.46 |
| % Total Return Rel to Index | -0.63 | -5.01 | -6.79 | 2.08 | -1.50 | -4.01 | 0.71 | -0.67 | 2.06 | -2.89 | -0.92 |
| % Total Return Rel to Peer | 1.00 | 0.61 | -3.54 | 3.57 | 5.11 | -5.53 | 3.78 | 1.79 | 3.18 | 1.22 | 2.06 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 2.00 | 2.00 | 4.00 | 2.00 | 3.00 | 2.00 | 3.00 | 3.00 |
| % Dividends | 0.14 | 0.27 | 0.38 | 0.40 | 0.37 | 0.33 | 0.28 | 0.37 | 0.38 | 0.32 | 0.32 |
| % Yield | 0.34 | 0.64 | 0.67 | 1.12 | 0.79 | 0.85 | 0.76 | 1.16 | 1.06 | 1.05 | 1.08 |
| Capital Gains ($) | 0.74 | 5.01 | 3.46 | 2.68 | 3.34 | 1.30 | 2.27 | 3.42 | 2.04 | 1.45 | 1.38 |
| Expense Ratio | 0.00 | 0.45 | 0.46 | 0.46 | 0.45 | 0.46 | 0.46 | 0.46 | 0.47 | 0.47 | 0.46 |
* 1 = Top 20%, 5 = Bottom 20%