MFS Massachusetts Inv Gr Stk A (MIGFX)
| Fund Assets | 11.99B |
| Expense Ratio | 0.71% |
| Min. Investment | $1,000 |
| Turnover | 19.00% |
| Dividend (ttm) | 3.94 |
| Dividend Yield | 8.27% |
| Dividend Growth | 141.23% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | Jul 31, 2025 |
| Previous Close | 44.86 |
| YTD Return | 6.38% |
| 1-Year Return | 16.80% |
| 5-Year Return | 85.10% |
| 52-Week Low | 35.69 |
| 52-Week High | 47.48 |
| Beta (5Y) | n/a |
| Holdings | 57 |
| Inception Date | Jan 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.
Performance
MIGFX had a total return of 16.80% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.49%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
44.17% of assets| Name | Symbol | Weight |
|---|---|---|
| Microsoft Corporation | MSFT | 15.03% |
| NVIDIA Corporation | NVDA | 6.25% |
| Apple Inc. | AAPL | 4.62% |
| Visa Inc. | V | 3.98% |
| Accenture plc | ACN | 2.93% |
| Salesforce, Inc. | CRM | 2.31% |
| TransUnion | TRU | 2.30% |
| Eaton Corporation plc | ETN | 2.26% |
| Amphenol Corporation | APH | 2.25% |
| Alphabet Inc. | GOOGL | 2.24% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Jul 31, 2025 | $0.32776 | Aug 1, 2025 |
| Dec 19, 2024 | $3.6091 | Dec 20, 2024 |
| Jul 31, 2024 | $0.01463 | Aug 1, 2024 |
| Dec 21, 2023 | $1.61734 | Dec 22, 2023 |
| Dec 13, 2022 | $1.42583 | Dec 14, 2022 |
| Jul 29, 2022 | $0.05628 | Aug 1, 2022 |