MFS Massachusetts Investors Growth Stock Fund Class A (MIGFX)
| Fund Assets | 8.75B |
| Expense Ratio | 0.71% |
| Min. Investment | $1,000 |
| Turnover | 21.00% |
| Dividend (ttm) | 4.73 |
| Dividend Yield | 11.00% |
| Dividend Growth | 30.56% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | Dec 18, 2025 |
| Previous Close | 40.46 |
| YTD Return | -2.60% |
| 1-Year Return | 3.11% |
| 5-Year Return | 47.92% |
| 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.
Performance
MIGFX had a total return of 3.11% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.38%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
53.82% of assets| Name | Symbol | Weight |
|---|---|---|
| NVIDIA Corporation | NVDA | 12.73% |
| Microsoft Corporation | MSFT | 9.51% |
| Alphabet Inc. | GOOGL | 5.84% |
| Apple Inc. | AAPL | 5.26% |
| Amazon.com, Inc. | AMZN | 4.76% |
| Taiwan Semiconductor Manufacturing Company Limited | TSM | 4.09% |
| Visa Inc. | V | 3.48% |
| Amphenol Corporation | APH | 3.31% |
| Aon plc | AON | 2.45% |
| Moody's Corporation | MCO | 2.39% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| 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 |
| Dec 13, 2022 | $1.42583 | Dec 14, 2022 |