MFS Massachusetts Investors Growth Stock Fund Class R4 (MIGKX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
44.74
+0.31 (0.70%)
Jul 3, 2025, 4:00 PM EDT
-0.64%
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.

Fund Family MFS
Category Large Growth
Stock Exchange NASDAQ
Ticker Symbol MIGKX
Share Class R4
Index Russell 1000 Growth TR

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%

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%
MIGHX R3 0.71%
MIGFX A 0.71%

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%
View More Holdings

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
Full Dividend History