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Massachusetts Investors Trust Class R6: (MF: MITJX)

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

$36.52 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 9.53 45
3 months 4.31 37
6 months 6.65 52
1 Year 15.56 49
3 Year 15.97 46
5 Year 9.70 42
10 Year 13.35 39

* 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, 2026

1 Year 15.16
5 Year 9.96
10 Year 13.56
Since Inception 13.53

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -3.89 11.22 NA NA
2025 -2.44 8.42 5.76 1.86
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return 9.5313.9520.0719.55-16.0427.2614.5032.31-4.9923.959.13
% Total Return Rel to Index -3.31-4.26-4.95-6.692.15-1.41-3.890.82-0.602.16-2.79
% Total Return Rel to Peer -3.071.240.67-3.443.655.20-5.413.891.863.271.31
% Perf Quintile vs Peer* 4.003.003.003.002.002.004.002.003.002.003.00
% Dividends 0.130.320.310.410.430.400.360.310.390.400.35
% Yield 0.000.810.760.821.240.880.960.861.281.151.16
Capital Gains ($) 0.384.895.013.462.683.341.302.273.422.041.45
Expense Ratio 0.000.370.380.380.380.370.380.380.380.390.39

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