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Massachusetts Investors Trust Class R4: (MF: MITDX)

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

$39.70 USD

+0.14 (0.35%)

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 9.50 45
3 months 4.29 38
6 months 6.64 52
1 Year 15.48 49
3 Year 15.89 47
5 Year 9.61 43
10 Year 13.26 41

* 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) 974.84

Load Adjusted Returns as of Jul 31, 2026

1 Year 15.08
5 Year 9.87
10 Year 13.47
Since Inception 10.65

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -3.91 11.19 NA NA
2025 -2.46 8.37 5.76 1.84
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return 9.4913.8520.0019.45-16.1227.1714.3832.20-5.0623.869.04
% Total Return Rel to Index -3.36-4.36-5.01-6.792.08-1.50-4.010.71-0.672.06-2.89
% Total Return Rel to Peer -3.121.140.61-3.543.575.11-5.533.781.793.181.22
% Perf Quintile vs Peer* 4.003.003.003.002.002.004.002.003.002.003.00
% Dividends 0.120.290.270.380.400.370.330.280.370.380.32
% Yield 0.000.690.640.711.120.790.850.761.161.061.05
Capital Gains ($) 0.384.895.013.462.683.341.302.273.422.041.45
Expense Ratio 0.000.450.450.460.460.450.460.460.460.470.47

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