MFS Massachusetts Investors Growth Stock Fund Class R2 (MIRGX)
| Fund Assets | 10.28B |
| Expense Ratio | 0.96% |
| Min. Investment | $1,000 |
| Turnover | 21.00% |
| Dividend (ttm) | 4.59 |
| Dividend Yield | 12.06% |
| Dividend Growth | 30.17% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | Dec 18, 2025 |
| Previous Close | 38.06 |
| YTD Return | -3.77% |
| 1-Year Return | 4.14% |
| 5-Year Return | 48.16% |
| 52-Week Low | 30.46 |
| 52-Week High | 40.34 |
| Beta (5Y) | n/a |
| Holdings | 54 |
| Inception Date | Oct 31, 2003 |
About MIRGX
The Massachusetts Investors Growth Stock Fund Class R2 is a mutual fund designed to deliver long-term capital appreciation by investing primarily in large-cap U.S. growth companies. Managed by MFS, this fund maintains a disciplined, high-conviction approach, focusing on businesses with durable competitive advantages and above-average earnings growth potential. The fund typically allocates at least 80% of its assets to common stocks and similar equity securities, with top holdings often concentrated in technology, financial services, and healthcare sectors. Its portfolio is characterized by a relatively low turnover, a focus on quality, and a significant weight in industry leaders such as Microsoft, Apple, and NVIDIA. With a history dating back to 1935, the fund emphasizes a patient, risk-aware investment style that may lag in momentum-driven markets but aims to outperform across full market cycles. It is primarily positioned within the large-growth category and benchmarks its performance against the Russell 1000 Growth Index. The fund’s substantial asset base and commitment to strong valuation discipline make it a notable choice for retirement plans and other investors seeking exposure to high-quality U.S. growth equities.
Performance
MIRGX had a total return of 4.14% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.56%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
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 | $4.25805 | 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 | $1.47555 | Dec 22, 2023 |
| Dec 13, 2022 | $1.34442 | Dec 14, 2022 |