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Massachusetts Investors Trust Class R6: (MF: MITJX)
(NASDAQ Mutual Funds) As of Aug 22, 2025 08:00 PM ET
$36.32 USD
+0.48 (1.34%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jul 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 8.00 | 42 |
| 3 months | 12.27 | 57 |
| 6 months | 4.52 | 38 |
| 1 Year | 11.77 | 52 |
| 3 Year | 13.71 | 49 |
| 5 Year | 13.74 | 41 |
| 10 Year | 12.00 | 38 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jul 31, 2025
| 1 Year | 10.79 |
| 5 Year | 14.29 |
| 10 Year | 12.06 |
| Since Inception | 13.41 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -2.44 | 8.42 | NA | NA |
| 2024 | 10.75 | 3.50 | 3.70 | 1.00 |
| 2023 | 3.62 | 7.74 | -4.10 | 11.66 |
| 2022 | -6.33 | -12.62 | -5.77 | 8.87 |
| 2021 | 6.36 | 9.21 | 1.38 | 8.05 |
| 2020 | -20.35 | 19.57 | 7.34 | 12.01 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 8.00 | 20.07 | 19.55 | -16.04 | 27.26 | 14.50 | 32.31 | -4.99 | 23.95 | 9.13 | 0.56 |
| % Total Return Rel to Index | -0.57 | -4.95 | -6.69 | 2.15 | -1.41 | -3.89 | 0.82 | -0.60 | 2.16 | -2.79 | -0.82 |
| % Total Return Rel to Peer | 1.06 | 0.67 | -3.44 | 3.65 | 5.20 | -5.41 | 3.89 | 1.86 | 3.27 | 1.31 | 2.16 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 2.00 | 2.00 | 4.00 | 2.00 | 3.00 | 2.00 | 3.00 | 3.00 |
| % Dividends | 0.14 | 0.31 | 0.41 | 0.43 | 0.40 | 0.36 | 0.31 | 0.39 | 0.40 | 0.35 | 0.35 |
| % Yield | 0.38 | 0.76 | 0.78 | 1.24 | 0.88 | 0.96 | 0.86 | 1.28 | 1.15 | 1.16 | 1.19 |
| Capital Gains ($) | 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 | 0.38 | 0.38 | 0.38 | 0.37 | 0.38 | 0.38 | 0.38 | 0.39 | 0.39 | 0.38 |
* 1 = Top 20%, 5 = Bottom 20%