MFS Massachusetts Investors Growth Stock Fund Class B (MIGBX)

Fund Assets	8.55B
Expense Ratio	1.46%
Min. Investment	$1,000
Turnover	21.00%
Dividend (ttm)	4.75
Dividend Yield	15.95%
Dividend Growth	23.73%
Payout Frequency	Semi-Annual
Ex-Dividend Date	Jul 31, 2026

Previous Close	29.76
YTD Return	0.70%
1-Year Return	3.48%
5-Year Return	47.50%
52-Week Low	26.62
52-Week High	35.32
Beta (5Y)	0.94
Holdings	55
Inception Date	Sep 7, 1993

About MIGBX

MFS Massachusetts Investors Growth Stock Fund Class B is an open-ended mutual fund that focuses on seeking long-term capital appreciation by investing in high-quality, large-cap growth companies. The fund’s investment strategy emphasizes companies with durable competitive advantages, maintaining a disciplined approach to valuation and typically adopting a patient, contrarian perspective during periods of broad market enthusiasm. Its portfolio is concentrated in industry leaders primarily across sectors such as technology, financial services, healthcare, and consumer defensive, with key holdings including established names like Microsoft, Apple, NVIDIA, and Visa. The fund’s active management results in a relatively low turnover, indicating a commitment to holding investments over a longer time horizon. Designed to outperform across full market cycles, the fund benchmarks its performance against the Russell 1000 Growth Index. With a history dating back to 1935, this fund plays a significant role in providing investors with exposure to growth-oriented U.S. equities while aiming to mitigate risk through rigorous fundamental research and diversification among leading companies in rapidly expanding industries.

• Fund Family: MFS
• Category: Large Growth
• Performance Rating: Below Average
• Risk Rating: Low
• Stock Exchange: NASDAQ
• Ticker Symbol: MIGBX
• Share Class: B
• Index: Russell 1000 Growth TR

Performance

MIGBX had a total return of 3.48% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.27%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
FBCGX	Fidelity	Fidelity Blue Chip Growth K6 Fund	0.45%
FHOFX	Fidelity	Fidelity Series Large Cap Growth Index Fund	n/a
LGILX	Schwab	Schwab Large Cap Growth Opportunities Fund	0.74%
FBGRX	Fidelity	Fidelity Blue Chip Growth Fund	0.61%
FBGKX	Fidelity	Fidelity Blue Chip Growth Fund - Class K	0.54%

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%
MGTIX	I	0.46%
MIGKX	R4	0.46%
MIGFX	A	0.71%

Top 10 Holdings

51.26% of assets

Name	Symbol	Weight
NVIDIA Corporation	NVDA	13.28%
Alphabet Inc.	GOOGL	10.20%
Broadcom Inc.	AVGO	4.78%
Taiwan Semiconductor Manufacturing Company Limited	TSM	4.76%
Amphenol Corporation	APH	4.00%
Visa Inc.	V	3.73%
Apple Inc.	AAPL	3.05%
Aon plc	AON	2.61%
Moody's Corporation	MCO	2.43%
Hubbell Incorporated	HUBB	2.42%

Dividend History

Ex-Dividend	Amount	Pay Date
Jul 31, 2026	$0.54043	Aug 3, 2026
Dec 18, 2025	$4.20618	Dec 19, 2025
Jul 31, 2025	$0.32776	Aug 1, 2025
Dec 19, 2024	$3.50837	Dec 20, 2024
Jul 31, 2024	$0.01463	Aug 1, 2024
Dec 21, 2023	$1.45443	Dec 22, 2023

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 20, 2026

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