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-Cap Growth
Performance Rating Below Average
Risk Rating Low
Stock Exchange Nasdaq
Ticker Symbol MIGKX
Share Class R4
Index Russell 1000 Growth TR
MIGKX had a total return of 2.62% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.29%.
