MFS Massachusetts Inv Gr Stk R2 (MIRGX)

Fund Assets	8.55B
Expense Ratio	0.96%
Min. Investment	$1,000
Turnover	21.00%
Dividend (ttm)	0.05
Dividend Yield	0.13%
Dividend Growth	n/a
Payout Frequency	Semi-Annual
Ex-Dividend Date	Jul 31, 2026

Previous Close	39.33
YTD Return	0.94%
1-Year Return	3.23%
5-Year Return	45.87%
52-Week Low	34.78
52-Week High	44.78
Beta (5Y)	0.94
Holdings	55
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.

• Fund Family: MFS
• Category: Large Growth
• Performance Rating: Below Average
• Risk Rating: Low
• Stock Exchange: NASDAQ
• Ticker Symbol: MIRGX
• Share Class: R2
• Index: Russell 1000 Growth TR

Performance

MIRGX had a total return of 3.23% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.47%.

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 Fund - Class 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	$4.25805	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

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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