MFS Massachusetts Investors Growth Stock Fund Class R4 (MIGKX)
| Fund Assets | 11.75B |
| Expense Ratio | 0.46% |
| Min. Investment | $1,000 |
| Turnover | 19.00% |
| Dividend (ttm) | 3.72 |
| Dividend Yield | 8.40% |
| Dividend Growth | 117.60% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | Dec 19, 2024 |
| Previous Close | 44.43 |
| YTD Return | 4.85% |
| 1-Year Return | 16.64% |
| 5-Year Return | 104.79% |
| 52-Week Low | 36.13 |
| 52-Week High | 48.09 |
| Beta (5Y) | n/a |
| Holdings | 60 |
| Inception Date | Apr 1, 2005 |
About MIGKX
The MFS Massachusetts Investors Growth Stock Fund Class R4 is a mutual fund focused on achieving capital appreciation through investments in high-quality, large-cap U.S. growth companies. This fund is designed to seek out businesses with durable competitive advantages, operating primarily in sectors and industries poised for long-term expansion. Employing a patient, valuation-conscious investment process, it maintains a strong discipline on stock selection and portfolio construction, aiming to benefit from companies with sustainable growth profiles. Typically, at least 80% of its net assets are allocated to equities, with a significant emphasis on widely recognized leaders in technology, communication services, financial services, consumer goods, and healthcare. The fund’s strategy is benchmarked against the Russell 1000 Growth Index, reflecting its orientation toward the large-cap growth segment of the U.S. market. With a below-average expense ratio and a history dating back to 1935, this fund holds a prominent role for investors seeking exposure to established and innovative growth enterprises in the U.S. equity landscape.
Performance
MIGKX had a total return of 16.64% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.72%.
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% |
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% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 19, 2024 | $3.7091 | Dec 20, 2024 |
| Jul 31, 2024 | $0.01463 | Aug 1, 2024 |
| Dec 21, 2023 | $1.71126 | Dec 22, 2023 |
| Dec 13, 2022 | $1.51746 | Dec 14, 2022 |
| Jul 29, 2022 | $0.05628 | Aug 1, 2022 |
| Dec 14, 2021 | $3.86571 | Dec 15, 2021 |