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-Cap Growth
Performance Rating Below Average
Risk Rating Low
Stock Exchange Nasdaq
Ticker Symbol MIGBX
Share Class B
Index Russell 1000 Growth TR
MIGBX had a total return of 1.62% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.20%.
