MFS Massachusetts Inv Gr Stk R4 (MIGKX)

Fund Assets	8.56B
Expense Ratio	0.46%
Min. Investment	$1,000
Turnover	21.00%
Dividend (ttm)	0.30
Dividend Yield	0.71%
Dividend Growth	48.79%
Payout Frequency	Semi-Annual
Ex-Dividend Date	Jul 31, 2026

Previous Close	42.09
YTD Return	1.04%
1-Year Return	4.52%
5-Year Return	47.68%
52-Week Low	37.10
52-Week High	47.65
Beta (5Y)	0.94
Holdings	55
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
• Performance Rating: Below Average
• Risk Rating: Low
• Stock Exchange: NASDAQ
• Ticker Symbol: MIGKX
• Share Class: R4
• Index: Russell 1000 Growth TR

Performance

MIGKX had a total return of 4.52% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.36%.

Equivalent Funds

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

Symbol	Provider	Name	Expense Ratio
FBCGX	Fidelity	Fidelity Blue Chip Growth K6 Fund	0.45%
FHOFX	Fidelity	Fidelity Series Large Cap Growth Index Fund	n/a
LGILX	Schwab	Schwab Large Cap Growth Opportunities Fund	0.74%
FBGRX	Fidelity	Fidelity Blue Chip Growth Fund	0.61%
FBGKX	Fidelity	Fidelity Blue Chip Growth K	0.54%

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%
MIGFX	A	0.71%
MIGHX	R3	0.71%

Top 10 Holdings

51.55% of assets

Name	Symbol	Weight
NVIDIA Corporation	NVDA	14.09%
Alphabet Inc.	GOOGL	9.99%
Broadcom Inc.	AVGO	4.84%
Taiwan Semiconductor Manufacturing Company Limited	TSM	3.96%
Visa Inc.	V	3.91%
Amphenol Corporation	APH	3.58%
Apple Inc.	AAPL	3.20%
Aon plc	AON	2.79%
Microsoft Corporation	MSFT	2.67%
Moody's Corporation	MCO	2.52%

Dividend History

Ex-Dividend	Amount	Pay Date
Jul 31, 2026	$0.54043	Aug 3, 2026
Dec 18, 2025	$4.50485	Dec 19, 2025
Jul 31, 2025	$0.32776	Aug 1, 2025
Dec 19, 2024	$3.7091	Dec 20, 2024
Jul 31, 2024	$0.01463	Aug 1, 2024
Dec 21, 2023	$1.71126	Dec 22, 2023

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Sep 8, 2026

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