MFS Massachusetts Investors Growth Stock Fund Class R1 (MIGMX)
| Fund Assets | 10.28B |
| Expense Ratio | 1.46% |
| Min. Investment | $1,000 |
| Turnover | 21.00% |
| Dividend (ttm) | 4.53 |
| Dividend Yield | 16.24% |
| Dividend Growth | 28.70% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | Dec 18, 2025 |
| Previous Close | 27.94 |
| YTD Return | -3.82% |
| 1-Year Return | 3.63% |
| 5-Year Return | 44.48% |
| 52-Week Low | 22.45 |
| 52-Week High | 29.65 |
| Beta (5Y) | n/a |
| Holdings | 54 |
| Inception Date | Apr 1, 2005 |
About MIGMX
MFS Massachusetts Investors Growth Stock Fund Class R1 is a mutual fund focused on large-cap U.S. growth equities. Its primary objective is capital appreciation, targeting companies with durable competitive advantages and high financial quality. The fund employs a focused, long-term investment strategy, emphasizing disciplined valuation and a patient, sometimes contrarian, approach. Typically, at least 80% of its assets are invested in stocks, predominantly within sectors such as technology, healthcare, and consumer services, reflecting its growth orientation. The fund benchmarks its performance against the Russell 1000 Growth Index, ensuring alignment with the broader market of large-cap growth stocks. Managed by an experienced team, MFS Massachusetts Investors Growth Stock Fund Class R1 plays a significant role in providing investors exposure to established, innovative U.S. companies poised for sustained growth. It is designed for eligible investors seeking participation in the potential long-term appreciation of leading American businesses.
Performance
MIGMX had a total return of 3.63% in the past year, including dividends. Since the fund's inception, the average annual return has been 15.39%.
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
52.44% of assets| Name | Symbol | Weight |
|---|---|---|
| Microsoft Corporation | MSFT | 13.83% |
| NVIDIA Corporation | NVDA | 9.63% |
| Apple Inc. | AAPL | 5.79% |
| Alphabet Inc. | GOOGL | 3.80% |
| Visa Inc. | V | 3.72% |
| Taiwan Semiconductor Manufacturing Company Limited | TSM | 3.53% |
| Amphenol Corporation | APH | 3.43% |
| Accenture plc | ACN | 3.39% |
| Aon plc | AON | 2.72% |
| TransUnion | TRU | 2.59% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 18, 2025 | $4.20618 | Dec 19, 2025 |
| Jul 31, 2025 | $0.32776 | Aug 1, 2025 |
| Dec 19, 2024 | $3.50837 | Dec 20, 2024 |
| Jul 31, 2024 | $0.01463 | Aug 1, 2024 |
| Dec 21, 2023 | $1.45443 | Dec 22, 2023 |
| Dec 13, 2022 | $1.28192 | Dec 14, 2022 |