MFS Massachusetts Investors Growth Stock Fund Class I (MGTIX)

Fund Assets	13.09B
Expense Ratio	0.46%
Min. Investment	$1,000
Turnover	20.00%
Dividend (ttm)	1.73
Dividend Yield	3.90%
Dividend Growth	n/a
Payout Frequency	Annual
Ex-Dividend Date	Jul 31, 2024

Previous Close	49.10
YTD Return	16.56%
1-Year Return	17.25%
5-Year Return	84.60%
52-Week Low	39.87
52-Week High	49.62
Beta (5Y)	n/a
Holdings	55
Inception Date	Jan 2, 1997

About MGTIX

The fund normally invests at least 80% of the fund's net assets in stocks. Stocks include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. The advisor focuses on investing the fund's assets in the stocks of companies its advisor believes to have above average earnings growth potential compared to other companies (growth companies).

• Fund Family: MFS
• Category: Large Growth
• Performance Rating: Above Average
• Risk Rating: Low
• Stock Exchange: NASDAQ
• Ticker Symbol: MGTIX
• Index: Russell 1000 Growth TR

Performance

MGTIX had a total return of 17.25% in the past year. Since the fund's inception, the average annual return has been 9.39%, including dividends.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
MIGNX	R6	0.37%
MIGKX	R4	0.46%
MIGHX	R3	0.71%
MIGFX	A	0.71%

Top 10 Holdings

46.09% of assets

Name	Symbol	Weight
Microsoft Corporation	MSFT	11.88%
Apple Inc.	AAPL	5.90%
NVIDIA Corporation	NVDA	5.50%
Alphabet Inc.	GOOGL	5.18%
Visa Inc.	V	4.65%
Accenture plc	ACN	3.54%
Aon plc	AON	2.55%
Taiwan Semiconductor Manufacturing Company Limited	TSM	2.40%
Church & Dwight Co., Inc.	CHD	2.33%
Salesforce, Inc.	CRM	2.16%

Dividend History

Ex-Dividend	Amount	Pay Date
Jul 31, 2024	$0.01463	Aug 1, 2024
Dec 21, 2023	$1.71211	Dec 22, 2023
Dec 13, 2022	$1.52106	Dec 14, 2022
Jul 29, 2022	$0.05628	Aug 1, 2022
Dec 14, 2021	$3.86721	Dec 15, 2021
Jun 30, 2021	$0.69608	Jul 1, 2021