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Massachusetts Investors Trust Class A: (MF: MITTX)

(NASDAQ Mutual Funds) As of Oct 23, 2026 04:27 PM ET

$38.94 USD

-0.19 (-0.49%)

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 Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD 10.81 37
3 months 3.85 9
6 months 15.38 40
1 Year 12.77 40
3 Year 18.90 47
5 Year 10.14 44
10 Year 13.20 41

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 100.37
Bear Market (10/07 - 2/09) -44.91
Bull Market (2/09 - 3/21) 956.94

Load Adjusted Returns as of Sep 30, 2026

1 Year 6.64
5 Year 8.91
10 Year 12.56
Since Inception 6.95

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -3.96 11.10 3.85 NA
2025 -2.53 8.32 5.69 1.77
2024 10.66 3.42 3.63 0.90
2023 3.53 7.63 -4.19 11.59
2022 -6.40 -12.69 -5.87 8.77
2021 6.25 9.13 1.29 7.96

Annual Return

20262025202420232022202120202019201820172016
% Total Return 10.8113.5719.6819.14-16.3326.8214.1231.89-5.2723.598.76
% Total Return Rel to Index -1.93-4.64-5.34-7.091.87-1.86-4.270.40-0.881.79-3.17
% Total Return Rel to Peer 1.490.850.28-3.853.364.76-5.793.461.582.910.94
% Perf Quintile vs Peer* 3.003.003.003.002.002.004.002.003.002.003.00
% Dividends 0.100.200.180.300.310.270.250.210.290.300.26
% Yield 0.400.470.430.450.870.570.650.570.920.840.84
Capital Gains ($) 0.384.885.003.452.673.331.302.273.422.041.45
Expense Ratio 0.700.700.700.710.700.700.700.690.690.700.71

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