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Massachusetts Investors Trust Class R3: (MF: MITHX)

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

$38.15 USD

+0.13 (0.34%)

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 9.34 46
3 months 4.23 39
6 months 6.50 54
1 Year 15.18 50
3 Year 15.60 50
5 Year 9.34 46
10 Year 12.98 44

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -44.77
Bull Market (2/09 - 3/21) 929.31

Load Adjusted Returns as of Jul 31, 2026

1 Year 14.81
5 Year 9.60
10 Year 13.19
Since Inception 10.37

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -3.95 11.13 NA NA
2025 -2.52 8.31 5.70 1.75
2024 10.63 3.41 3.63 0.91
2023 3.51 7.64 -4.18 11.60
2022 -6.41 -12.69 -5.84 8.79
2021 6.29 9.13 1.28 7.98

Annual Return

20262025202420232022202120202019201820172016
% Total Return 9.3413.5719.6619.16-16.3026.8614.1031.83-5.2823.538.77
% Total Return Rel to Index -3.47-4.64-5.35-7.081.89-1.81-4.300.34-0.891.73-3.16
% Total Return Rel to Peer -3.220.850.27-3.833.394.81-5.813.411.572.850.95
% Perf Quintile vs Peer* 4.003.003.003.002.002.004.002.003.002.003.00
% Dividends 0.090.190.170.290.310.270.250.200.280.290.25
% Yield 0.000.460.420.470.880.590.650.560.910.840.84
Capital Gains ($) 0.384.895.013.462.683.341.302.273.422.041.45
Expense Ratio 0.000.700.700.710.710.700.710.710.710.720.72

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