MFS Massachusetts Investors Growth Stock Fund Class R3 (MIGHX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
45.40
+0.02 (0.04%)
Oct 29, 2024, 8:00 PM EDT
30.91%
Fund Assets 13.12B
Expense Ratio 0.71%
Min. Investment $1,000
Turnover 20.00%
Dividend (ttm) 1.61
Dividend Yield 3.56%
Dividend Growth n/a
Payout Frequency Annual
Ex-Dividend Date Jul 31, 2024
Previous Close 45.38
YTD Return 17.18%
1-Year Return 36.32%
5-Year Return 97.80%
52-Week Low 35.35
52-Week High 46.00
Beta (5Y) 0.99
Holdings 57
Inception Date Mar 31, 2005

About MIGHX

The fund normally invests at least 80% of the fund's net assets in stocks. Stocks include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. The advisor focuses on investing the fund's assets in the stocks of companies its advisor believes to have above average earnings growth potential compared to other companies (growth companies).

Fund Family MFS
Category Large Growth
Performance Rating Above Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol MIGHX
Index Russell 1000 Growth TR

Performance

MIGHX had a total return of 36.32% in the past year. Since the fund's inception, the average annual return has been 11.20%, including dividends.

Equivalent Funds

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

Symbol Provider Name Expense Ratio
LGILX Schwab Schwab Select Large Cap Growth Fund 0.75%
FHOFX Fidelity Fidelity Series Large Cap Growth Index Fund n/a

Other Share Classes

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

Symbol Share Class Expense Ratio
MIGFX A 0.71%
MIGDX C 1.46%
MIGNX R6 0.37%
MGTIX I 0.46%

Top 10 Holdings

45.38% of assets
Name Symbol Weight
Microsoft Corporation MSFT 13.09%
Apple Inc. AAPL 5.94%
NVIDIA Corporation NVDA 4.92%
Alphabet Inc. GOOGL 4.92%
Visa Inc. V 4.20%
Accenture plc ACN 3.49%
Aon plc AON 2.38%
Church & Dwight Co., Inc. CHD 2.17%
Taiwan Semiconductor Manufacturing Company Limited TSM 2.15%
Agilent Technologies, Inc. A 2.13%
View More Holdings

Dividend History

Ex-Dividend Amount Pay Date
Jul 31, 2024 $0.01463 Aug 1, 2024
Dec 21, 2023 $1.59966 Dec 22, 2023
Dec 13, 2022 $1.42524 Dec 14, 2022
Jul 29, 2022 $0.05628 Aug 1, 2022
Dec 14, 2021 $3.76862 Dec 15, 2021
Jun 30, 2021 $0.69608 Jul 1, 2021
Full Dividend History