MFS Massachusetts Investors Growth Stock Fund Class A (MIGFX)

Fund Assets	8.33B
Expense Ratio	0.74%
Min. Investment	$1,000
Turnover	21.00%
Dividend (ttm)	0.20
Dividend Yield	0.48%
Dividend Growth	95.77%
Payout Frequency	Semi-Annual
Ex-Dividend Date	Jul 31, 2026

Previous Close	41.21
YTD Return	0.52%
1-Year Return	1.87%
5-Year Return	47.78%
52-Week Low	36.58
52-Week High	46.99
Beta (5Y)	0.94
Holdings	56
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.

• Fund Family: MFS
• Category: Large-Cap Growth
• Performance Rating: Below Average
• Risk Rating: Low
• Stock Exchange: Nasdaq
• Ticker Symbol: MIGFX
• Share Class: A
• Index: Russell 1000 Growth TR

Performance

MIGFX had a total return of 1.87% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.40%.

Equivalent Funds

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

Symbol	Provider	Name	Expense Ratio
FBCGX	Fidelity	Fidelity Blue Chip Growth K6 Fund	0.45%
FHOFX	Fidelity	Fidelity Series Large Cap Growth Index Fund	n/a
LGILX	Schwab	Schwab Large Cap Growth Opportunities Fund	0.73%
FBGRX	Fidelity	Fidelity Blue Chip Growth Fund	0.71%
FBGKX	Fidelity	Fidelity Blue Chip Growth K	0.66%

Other Share Classes

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

Symbol	Share Class	Expense Ratio
MIGNX	R6	0.37%
MGTIX	I	0.46%
MIGKX	R4	0.46%
MIGHX	R3	0.71%

Top 10 Holdings

50.59% of assets

Name	Symbol	Weight
NVIDIA Corporation	NVDA	15.13%
Alphabet Inc.	GOOGL	9.29%
Broadcom Inc.	AVGO	4.50%
Taiwan Semiconductor Manufacturing Company Limited	TSM	3.97%
Amphenol Corporation	APH	3.45%
Apple Inc.	AAPL	3.20%
Visa Inc.	V	2.91%
Microsoft Corporation	MSFT	2.84%
Waters Corporation	WAT	2.70%
Moody's Corporation	MCO	2.60%

Dividend History

Ex-Dividend	Amount	Pay Date
Jul 31, 2026	$0.54043	Aug 3, 2026
Dec 18, 2025	$4.40338	Dec 19, 2025
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

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 20, 2026

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