MFS Massachusetts Inv Gr Stk B (MIGBX)
| Fund Assets | 12.01B |
| Expense Ratio | 1.46% |
| Min. Investment | $1,000 |
| Turnover | 19.00% |
| Dividend (ttm) | 3.84 |
| Dividend Yield | 11.42% |
| Dividend Growth | 161.13% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | Jul 31, 2025 |
| Previous Close | 33.59 |
| YTD Return | 5.00% |
| 1-Year Return | 21.07% |
| 5-Year Return | 88.25% |
| 52-Week Low | 27.01 |
| 52-Week High | 36.81 |
| Beta (5Y) | n/a |
| Holdings | 54 |
| 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.
Performance
MIGBX had a total return of 21.07% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.40%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
49.32% of assets| Name | Symbol | Weight |
|---|---|---|
| Microsoft Corporation | MSFT | 15.74% |
| NVIDIA Corporation | NVDA | 9.47% |
| Apple Inc. | AAPL | 4.56% |
| Visa Inc. | V | 3.78% |
| Accenture plc | ACN | 2.90% |
| Taiwan Semiconductor Manufacturing Company Limited | TSM | 2.89% |
| Amphenol Corporation | APH | 2.79% |
| TransUnion | TRU | 2.43% |
| Eaton Corporation plc | ETN | 2.38% |
| Mastercard Incorporated | MA | 2.37% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| 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 |
| Dec 13, 2022 | $1.28192 | Dec 14, 2022 |
| Jul 29, 2022 | $0.05628 | Aug 1, 2022 |