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Massachusetts Investors Trust Class I: (MF: MITIX)
(NASDAQ Mutual Funds) As of Aug 22, 2025 08:00 PM ET
$36.31 USD
+0.48 (1.34%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jul 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.98 | 42 |
| 3 months | 12.28 | 57 |
| 6 months | 4.50 | 38 |
| 1 Year | 11.72 | 52 |
| 3 Year | 13.64 | 49 |
| 5 Year | 13.66 | 42 |
| 10 Year | 11.91 | 39 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 102.54 |
| Bear Market (10/07 - 2/09) | -44.65 |
| Bull Market (2/09 - 3/21) | 844.55 |
Load Adjusted Returns as of Jul 31, 2025
| 1 Year | 10.71 |
| 5 Year | 14.21 |
| 10 Year | 11.97 |
| Since Inception | 8.69 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -2.47 | 8.42 | NA | NA |
| 2024 | 10.75 | 3.47 | 3.68 | 0.97 |
| 2023 | 3.58 | 7.71 | -4.12 | 11.64 |
| 2022 | -6.35 | -12.65 | -5.77 | 8.84 |
| 2021 | 6.36 | 9.19 | 1.36 | 8.04 |
| 2020 | -20.37 | 19.54 | 7.34 | 11.95 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.98 | 19.98 | 19.42 | -16.10 | 27.20 | 14.39 | 32.20 | -5.04 | 23.82 | 9.06 | 0.44 |
| % Total Return Rel to Index | -0.59 | -5.03 | -6.81 | 2.09 | -1.48 | -4.00 | 0.71 | -0.65 | 2.02 | -2.86 | -0.94 |
| % Total Return Rel to Peer | 1.04 | 0.59 | -3.57 | 3.59 | 5.14 | -5.52 | 3.78 | 1.81 | 3.14 | 1.25 | 2.04 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 2.00 | 2.00 | 4.00 | 2.00 | 3.00 | 2.00 | 3.00 | 3.00 |
| % Dividends | 0.14 | 0.28 | 0.39 | 0.41 | 0.37 | 0.34 | 0.28 | 0.35 | 0.37 | 0.32 | 0.32 |
| % Yield | 0.36 | 0.69 | 0.72 | 1.17 | 0.82 | 0.90 | 0.79 | 1.14 | 1.07 | 1.07 | 1.10 |
| Capital Gains ($) | 0.74 | 5.01 | 3.46 | 2.68 | 3.34 | 1.30 | 2.27 | 3.42 | 2.04 | 1.45 | 1.38 |
| Expense Ratio | 0.00 | 0.45 | 0.46 | 0.46 | 0.45 | 0.46 | 0.46 | 0.46 | 0.47 | 0.48 | 0.47 |
* 1 = Top 20%, 5 = Bottom 20%