MFS Massachusetts Investors Growth Stock Fund Class A (MIGFX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
44.04
+0.24 (0.55%)
Jul 9, 2025, 4:00 PM EDT
-0.92%
Fund Assets 11.75B
Expense Ratio 0.71%
Min. Investment $1,000
Turnover 19.00%
Dividend (ttm) 3.62
Dividend Yield 7.80%
Dividend Growth 124.05%
Payout Frequency Semi-Annual
Ex-Dividend Date Dec 19, 2024
Previous Close 43.80
YTD Return 4.43%
1-Year Return 16.04%
5-Year Return 99.33%
52-Week Low 35.69
52-Week High 47.48
Beta (5Y) n/a
Holdings 60
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 Growth
Stock Exchange NASDAQ
Ticker Symbol MIGFX
Share Class A
Index Russell 1000 Growth TR

Performance

MIGFX had a total return of 16.04% 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.

Symbol Provider Name Expense Ratio
FLGEX Fidelity Fidelity Large Cap Growth Enhanced Index Fund 0.39%
FBCGX Fidelity Fidelity Blue Chip Growth K6 Fund 0.46%
FHOFX Fidelity Fidelity Series Large Cap Growth Index Fund n/a
LGILX Schwab Schwab Select Large Cap Growth Fund 0.75%
FBGRX Fidelity Fidelity Blue Chip Growth Fund 0.69%

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

43.65% of assets
Name Symbol Weight
Microsoft Corporation MSFT 14.38%
NVIDIA Corporation NVDA 5.53%
Apple Inc. AAPL 4.67%
Visa Inc. V 4.23%
Accenture plc ACN 3.21%
Aon plc AON 2.41%
Salesforce, Inc. CRM 2.32%
TransUnion TRU 2.31%
STERIS plc STE 2.31%
Church & Dwight Co., Inc. CHD 2.27%
View More Holdings

Dividend History

Ex-Dividend Amount Pay Date
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
Dec 14, 2021 $3.76856 Dec 15, 2021
Full Dividend History