MFS Massachusetts Investors Growth Stock Fund Class A (MIGFX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
44.33
-0.48 (-1.07%)
Jul 31, 2025, 9:30 AM EDT
-1.07%
Fund Assets11.96B
Expense Ratio0.71%
Min. Investment$1,000
Turnover19.00%
Dividend (ttm)3.62
Dividend Yield7.62%
Dividend Growth124.05%
Payout Frequencyn/a
Ex-Dividend DateDec 19, 2024
Previous Close44.81
YTD Return5.12%
1-Year Return18.81%
5-Year Return93.83%
52-Week Low35.69
52-Week High47.48
Beta (5Y)n/a
Holdings58
Inception DateJan 1, 1935

About MIGFX

The MFS Massachusetts Investors Growth Stock Fund Class A is an actively managed mutual fund focused on achieving long-term capital appreciation. Established in 1935, the fund primarily invests in large-cap U.S. growth companies, targeting businesses with sustainable competitive advantages and strong growth prospects. The portfolio is characterized by high quality, focused holdings—typically with over 40% of assets concentrated in its top ten positions, which frequently include leading technology and financial firms such as Microsoft, Apple, and Visa. The fund follows a disciplined, patient, and valuation-conscious investment approach, maintaining low portfolio turnover and seeking to avoid speculative excess by investing with a long-term horizon. It is benchmarked against the Russell 1000 Growth Index and is distinguished by its emphasis on durable, growing businesses. With net assets exceeding $11 billion as of mid-2025, the fund plays a significant role in the large-cap growth category, offering investors a vehicle to participate in the performance of major growth-oriented U.S. companies.

Fund Family MFS
Category Large Growth
Stock Exchange NASDAQ
Ticker Symbol MIGFX
Share Class A
Index Russell 1000 Growth TR

Performance

MIGFX had a total return of 18.81% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.48%.

Equivalent Funds

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

SymbolProviderNameExpense Ratio
FLGEXFidelityFidelity Large Cap Growth Enhanced Index Fund0.39%
FBCGXFidelityFidelity Blue Chip Growth K6 Fund0.46%
FHOFXFidelityFidelity Series Large Cap Growth Index Fundn/a
LGILXSchwabSchwab Select Large Cap Growth Fund0.75%
FBGRXFidelityFidelity Blue Chip Growth Fund0.69%

Other Share Classes

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

SymbolShare ClassExpense Ratio
MIGNXR60.37%
MGTIXI0.46%
MIGKXR40.46%
MIGHXR30.71%

Top 10 Holdings

44.03% of assets
NameSymbolWeight
Microsoft CorporationMSFT14.50%
NVIDIA CorporationNVDA5.58%
Apple Inc.AAPL4.71%
Visa Inc.V4.27%
Accenture plcACN3.24%
Aon plcAON2.43%
Salesforce, Inc.CRM2.34%
TransUnionTRU2.33%
STERIS plcSTE2.33%
Church & Dwight Co., Inc.CHD2.29%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Dec 19, 2024$3.6091Dec 20, 2024
Jul 31, 2024$0.01463Aug 1, 2024
Dec 21, 2023$1.61734Dec 22, 2023
Dec 13, 2022$1.42583Dec 14, 2022
Jul 29, 2022$0.05628Aug 1, 2022
Dec 14, 2021$3.76856Dec 15, 2021
Full Dividend History