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Massachusetts Investors Trust Class I: (MF: MITIX)

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

$36.51 USD

+0.12 (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 9.51 45
3 months 4.29 38
6 months 6.63 52
1 Year 15.48 49
3 Year 15.89 47
5 Year 9.62 43
10 Year 13.27 41

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 102.54
Bear Market (10/07 - 2/09) -44.65
Bull Market (2/09 - 3/21) 975.70

Load Adjusted Returns as of Jul 31, 2026

1 Year 15.08
5 Year 9.88
10 Year 13.47
Since Inception 8.90

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -3.89 11.19 NA NA
2025 -2.47 8.42 5.74 1.83
2024 10.75 3.47 3.68 0.97
2023 3.58 7.71 -4.12 11.64
2022 -6.35 -12.65 -5.77 8.84
2021 6.36 9.19 1.36 8.04

Annual Return

20262025202420232022202120202019201820172016
% Total Return 9.5113.8719.9819.42-16.1027.2014.3932.20-5.0423.829.06
% Total Return Rel to Index -3.34-4.34-5.03-6.812.09-1.48-4.000.71-0.652.02-2.86
% Total Return Rel to Peer -3.101.160.59-3.573.595.14-5.523.781.813.141.25
% Perf Quintile vs Peer* 4.003.003.003.002.002.004.002.003.002.003.00
% Dividends 0.120.300.280.390.410.370.340.280.350.370.32
% Yield 0.000.750.690.761.170.820.900.791.141.071.07
Capital Gains ($) 0.384.895.013.462.683.341.302.273.422.041.45
Expense Ratio 0.000.450.450.460.460.450.460.460.460.470.48

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