MFS Massachusetts Investors Growth Stock Fund Class R3 (MIGHX)
NASDAQ · Mutual Fund
· Delayed Price · Currency is USD
36.95
0.00 (0.00%)
Apr 17, 2025, 8:01 PM EDT
-7.97% (1Y)
| Fund Assets | 11.55B |
| Expense Ratio | 0.71% |
| Min. Investment | $0.00 |
| Turnover | n/a |
| Dividend (ttm) | 3.63 |
| Dividend Yield | 9.81% |
| Dividend Growth | 126.62% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | Dec 19, 2024 |
| Previous Close | 36.95 |
| YTD Return | -10.88% |
| 1-Year Return | 8.07% |
| 5-Year Return | 95.70% |
| 52-Week Low | 35.08 |
| 52-Week High | 46.73 |
| Beta (5Y) | 0.98 |
| 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).
Category Large Growth
Performance Rating Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol MIGHX
Share Class R3
Index Russell 1000 Growth TR
Performance
MIGHX had a total return of 8.07% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.68%.
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 |
| FBGRX | Fidelity | Fidelity Blue Chip Growth Fund | 0.69% |
| FBGKX | Fidelity | Fidelity Blue Chip Growth Fund - Class K | 0.59% |
Top 10 Holdings
43.69% of assets| Name | Symbol | Weight |
|---|---|---|
| Microsoft Corporation | MSFT | 12.48% |
| Apple Inc. | AAPL | 5.55% |
| NVIDIA Corporation | NVDA | 5.04% |
| Visa Inc. | V | 4.96% |
| Accenture plc | ACN | 3.48% |
| Aon plc | AON | 2.77% |
| Alphabet Inc. | GOOGL | 2.60% |
| Church & Dwight Co., Inc. | CHD | 2.53% |
| CMS Energy Corporation | CMS | 2.15% |
| Salesforce, Inc. | CRM | 2.15% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| 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 |
| Dec 14, 2021 | $3.76862 | Dec 15, 2021 |