MFS Massachusetts Investors Growth Stock Fund Class R3 (MIGHX)

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%

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