MFS Massachusetts Inv Gr Stk R1 (MIGMX)

Fund Assets	8.55B
Expense Ratio	1.46%
Min. Investment	$1,000
Turnover	21.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	Semi-Annual
Ex-Dividend Date	Jul 31, 2026

Previous Close	28.65
YTD Return	0.62%
1-Year Return	2.71%
5-Year Return	45.14%
52-Week Low	25.51
52-Week High	34.04
Beta (5Y)	0.94
Holdings	55
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.

• Fund Family: MFS
• Category: Large Growth
• Performance Rating: Below Average
• Risk Rating: Low
• Stock Exchange: NASDAQ
• Ticker Symbol: MIGMX
• Share Class: R1
• Index: Russell 1000 Growth TR

Performance

MIGMX had a total return of 2.71% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.43%.

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%
MIGKX	R4	0.46%
MIGFX	A	0.71%

Top 10 Holdings

51.26% of assets

Name	Symbol	Weight
NVIDIA Corporation	NVDA	13.28%
Alphabet Inc.	GOOGL	10.20%
Broadcom Inc.	AVGO	4.78%
Taiwan Semiconductor Manufacturing Company Limited	TSM	4.76%
Amphenol Corporation	APH	4.00%
Visa Inc.	V	3.73%
Apple Inc.	AAPL	3.05%
Aon plc	AON	2.61%
Moody's Corporation	MCO	2.43%
Hubbell Incorporated	HUBB	2.42%

Dividend History

Ex-Dividend	Amount	Pay Date
Jul 31, 2026	$0.54043	Aug 3, 2026
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

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:

Aug 27, 2026

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