MFS Massachusetts Inv Gr Stk R3 (MIGHX)

Fund Assets	11.99B
Expense Ratio	0.71%
Min. Investment	$1,000
Turnover	19.00%
Dividend (ttm)	3.94
Dividend Yield	8.93%
Dividend Growth	143.96%
Payout Frequency	Semi-Annual
Ex-Dividend Date	Jul 31, 2025

Previous Close	44.09
YTD Return	6.34%
1-Year Return	16.91%
5-Year Return	85.29%
52-Week Low	35.08
52-Week High	46.73
Beta (5Y)	1.01
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
• Stock Exchange: NASDAQ
• Ticker Symbol: MIGHX
• Share Class: R3
• Index: Russell 1000 Growth TR

Performance

MIGHX had a total return of 16.91% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.44%.

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	0.46%
FHOFX	Fidelity	Fidelity Series Large Cp Grwth Idx	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%
MIGFX	A	0.71%

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	$3.61044	Dec 20, 2024
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