MFS Massachusetts Investors Growth Stock Fund Class C (MIGDX)
| Fund Assets | 10.28B |
| Expense Ratio | 1.46% |
| Min. Investment | $1,000 |
| Turnover | 21.00% |
| Dividend (ttm) | 4.53 |
| Dividend Yield | 15.78% |
| Dividend Growth | 28.70% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | Dec 18, 2025 |
| Previous Close | 28.76 |
| YTD Return | -3.82% |
| 1-Year Return | 3.64% |
| 5-Year Return | 44.53% |
| 52-Week Low | 23.11 |
| 52-Week High | 30.52 |
| Beta (5Y) | 1.02 |
| Holdings | 54 |
| Inception Date | Nov 3, 1997 |
About MIGDX
MFS Massachusetts Investors Growth Stock Fund Class C is a mutual fund designed to provide capital appreciation by investing primarily in large-cap U.S. companies with strong growth potential. The fund targets businesses that demonstrate above-average earnings growth, often emphasizing firms in rapidly expanding industries such as technology, healthcare, and consumer sectors. Portfolio holdings typically include household names like Microsoft, Apple, and NVIDIA, among others, reflecting a focus on companies expected to grow faster than the broader market. This fund follows a growth-oriented investment strategy, seeking firms with robust fundamentals, strong balance sheets, and the capacity for sustained innovation. The approach is characterized by a 'risk-first' mindset, prioritizing resilient and durable business models throughout various market cycles. As part of the large growth mutual fund category, it plays a significant role in offering investors exposure to the dynamic segment of large-cap growth equities, serving as a portfolio cornerstone for those seeking long-term growth opportunities.
Performance
MIGDX had a total return of 3.64% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.36%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
52.44% of assets| Name | Symbol | Weight |
|---|---|---|
| Microsoft Corporation | MSFT | 13.83% |
| NVIDIA Corporation | NVDA | 9.63% |
| Apple Inc. | AAPL | 5.79% |
| Alphabet Inc. | GOOGL | 3.80% |
| Visa Inc. | V | 3.72% |
| Taiwan Semiconductor Manufacturing Company Limited | TSM | 3.53% |
| Amphenol Corporation | APH | 3.43% |
| Accenture plc | ACN | 3.39% |
| Aon plc | AON | 2.72% |
| TransUnion | TRU | 2.59% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| 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 |
| Dec 13, 2022 | $1.28192 | Dec 14, 2022 |