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Massachusetts Investors Trust Class R1: (MF: MITGX)

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

$33.54 USD

+0.11 (0.33%)

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 8.88 49
3 months 4.01 44
6 months 6.12 57
1 Year 14.32 53
3 Year 14.72 56
5 Year 8.52 56
10 Year 12.14 53

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -45.40
Bull Market (2/09 - 3/21) 804.68

Load Adjusted Returns as of Jul 31, 2026

1 Year 13.92
5 Year 8.78
10 Year 12.34
Since Inception 9.54

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -4.12 10.90 NA NA
2025 -2.73 8.14 5.50 1.55
2024 10.48 3.21 3.41 0.74
2023 3.35 7.42 -4.35 11.35
2022 -6.57 -12.84 -6.04 8.57
2021 6.11 8.92 1.10 7.74

Annual Return

20262025202420232022202120202019201820172016
% Total Return 8.8812.7018.8018.25-16.9425.9013.2330.87-5.9922.617.97
% Total Return Rel to Index -3.87-5.51-6.22-7.991.26-2.77-5.16-0.61-1.600.81-3.96
% Total Return Rel to Peer -3.63-0.01-0.59-4.742.753.84-6.672.450.861.930.15
% Perf Quintile vs Peer* 4.003.003.004.002.002.004.003.003.003.003.00
% Dividends 0.030.060.000.010.060.050.070.110.020.060.04
% Yield 0.000.170.000.170.210.120.190.340.090.190.16
Capital Gains ($) 0.384.895.003.462.683.341.302.273.422.041.45
Expense Ratio 0.001.451.451.461.461.451.461.461.461.471.48

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