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Massachusetts Investors Trust Class R1: (MF: MITGX)
(NASDAQ Mutual Funds) As of Aug 22, 2025 08:00 PM ET
$33.81 USD
+0.45 (1.35%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jul 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.33 | 48 |
| 3 months | 11.98 | 58 |
| 6 months | 3.97 | 44 |
| 1 Year | 10.58 | 57 |
| 3 Year | 12.50 | 56 |
| 5 Year | 12.52 | 57 |
| 10 Year | 10.79 | 49 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -45.40 |
| Bull Market (2/09 - 3/21) | 701.04 |
Load Adjusted Returns as of Jul 31, 2025
| 1 Year | 9.59 |
| 5 Year | 13.07 |
| 10 Year | 10.85 |
| Since Inception | 9.33 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -2.73 | 8.14 | NA | NA |
| 2024 | 10.48 | 3.21 | 3.41 | 0.74 |
| 2023 | 3.35 | 7.42 | -4.35 | 11.35 |
| 2022 | -6.57 | -12.84 | -6.04 | 8.57 |
| 2021 | 6.11 | 8.92 | 1.10 | 7.74 |
| 2020 | -20.59 | 19.23 | 7.11 | 11.66 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.33 | 18.80 | 18.25 | -16.94 | 25.90 | 13.23 | 30.87 | -5.99 | 22.61 | 7.97 | -0.52 |
| % Total Return Rel to Index | -1.24 | -6.22 | -7.99 | 1.26 | -2.77 | -5.16 | -0.61 | -1.60 | 0.81 | -3.96 | -1.91 |
| % Total Return Rel to Peer | 0.39 | -0.59 | -4.74 | 2.75 | 3.84 | -6.67 | 2.45 | 0.86 | 1.93 | 0.15 | 1.07 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 2.00 | 2.00 | 4.00 | 3.00 | 3.00 | 3.00 | 3.00 | 3.00 |
| % Dividends | 0.06 | 0.00 | 0.01 | 0.06 | 0.05 | 0.07 | 0.11 | 0.02 | 0.06 | 0.04 | 0.04 |
| % Yield | 0.18 | 0.00 | 0.00 | 0.21 | 0.12 | 0.19 | 0.34 | 0.09 | 0.19 | 0.16 | 0.16 |
| Capital Gains ($) | 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 | 1.48 | 1.47 |
* 1 = Top 20%, 5 = Bottom 20%