MFS Massachusetts Investors Growth Stock Fund Class R4 (MIGKX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
45.65
-0.15 (-0.33%)
Jul 28, 2025, 9:30 AM EDT
-0.33%
Fund Assets11.96B
Expense Ratio0.46%
Min. Investment$1,000
Turnover19.00%
Dividend (ttm)3.72
Dividend Yield8.20%
Dividend Growth117.60%
Payout Frequencyn/a
Ex-Dividend DateDec 19, 2024
Previous Close45.80
YTD Return6.98%
1-Year Return21.19%
5-Year Return99.65%
52-Week Low36.13
52-Week High48.09
Beta (5Y)n/a
Holdings58
Inception DateApr 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 21.19% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.79%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

SymbolProviderNameExpense Ratio
FLGEXFidelityFidelity Large Cap Growth Enhanced Index Fund0.39%
FBCGXFidelityFidelity Blue Chip Growth K6 Fund0.46%
FHOFXFidelityFidelity Series Large Cap Growth Index Fundn/a
LGILXSchwabSchwab Select Large Cap Growth Fund0.75%
FBGRXFidelityFidelity Blue Chip Growth Fund0.69%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
MIGNXR60.37%
MGTIXI0.46%
MIGHXR30.71%
MIGFXA0.71%

Top 10 Holdings

44.03% of assets
NameSymbolWeight
Microsoft CorporationMSFT14.50%
NVIDIA CorporationNVDA5.58%
Apple Inc.AAPL4.71%
Visa Inc.V4.27%
Accenture plcACN3.24%
Aon plcAON2.43%
Salesforce, Inc.CRM2.34%
TransUnionTRU2.33%
STERIS plcSTE2.33%
Church & Dwight Co., Inc.CHD2.29%

Dividend History

Ex-DividendAmountPay Date
Dec 19, 2024$3.7091Dec 20, 2024
Jul 31, 2024$0.01463Aug 1, 2024
Dec 21, 2023$1.71126Dec 22, 2023
Dec 13, 2022$1.51746Dec 14, 2022
Jul 29, 2022$0.05628Aug 1, 2022
Dec 14, 2021$3.86571Dec 15, 2021