MIGMX: MFS Massachusetts Investors Growth Stock Fund - MutualFunds.com
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MIGMX - Snapshot

Vitals

  • YTD Return 2.3%
  • 3 Yr Annualized Return 15.7%
  • 5 Yr Annualized Return 18.1%
  • Net Assets $9.68 B
  • Holdings in Top 10 42.1%

52 WEEK LOW AND HIGH

$30.25
$19.30
$32.40

Expenses

OPERATING RELATED FEES

  • Expense Ratio 1.46%

SALES FEES

  • Front Load N/A
  • Deferred Load N/A

BROKERAGE FEES

  • Turnover 23.00%

TRADING FEES

  • Max Redemption Fee N/A

Min Investment

  • Standard (Taxable) $0
  • IRA N/A

Fund Classification


Compare MIGMX to Popular U.S. Large-Cap Growth Equity Funds and ETFs

Overview

Income Profile

Income Risk

Returns Profile

Allocations

Expenses

About

$70.35

+2.54%

$253.44 B

0.25%

$0.17

4.16%

0.64%

$323.59

+3.01%

$148.88 B

0.55%

$1.74

1.49%

0.20%

$259.73

+2.71%

$143.37 B

0.51%

$1.28

1.13%

0.04%

$133.74

+2.66%

$143.37 B

-

$0.00

2.48%

0.17%

$16.85

+2.37%

$131.88 B

-

$0.00

0.54%

0.86%

MIGMX - Profile

Distributions

  • YTD Total Return 2.3%
  • 3 Yr Annualized Total Return 15.7%
  • 5 Yr Annualized Total Return 18.1%
  • Capital Gain Distribution Frequency Annually
  • Net Income Ratio -0.39%
DIVIDENDS
  • Dividend Yield 0.0%
  • Dividend Distribution Frequency Annually

Fund Details

  • Legal Name
    MFS Massachusetts Investors Growth Stock Fund
  • Fund Family Name
    MFS
  • Inception Date
    Apr 01, 2005
  • Shares Outstanding
    N/A
  • Share Class
    Retirement
  • Currency
    USD
  • Domiciled Country
    United States
  • Manager
    Jeffrey Constantino

MIGMX - Performance

Return Ranking - Trailing

Period MIGMX Return Category Return Low Category Return High Rank in Category (%)
YTD 2.3% -3.1% 49.1% 71.17%
1 Yr 18.3% -9.0% 131.7% 90.72%
3 Yr 15.7%* -1.2% 45.9% 63.25%
5 Yr 18.1%* -2.1% 45.4% 69.36%
10 Yr 13.7%* 6.9% 23.9% 72.72%

* Annualized

Return Ranking - Calendar

Period MIGMX Return Category Return Low Category Return High Rank in Category (%)
2020 11.2% -67.0% 145.0% 89.67%
2019 27.6% -28.8% 76.0% 30.81%
2018 -10.5% -64.5% 19.1% 42.43%
2017 19.0% -68.7% 64.3% 53.95%
2016 -0.6% -56.6% 15.3% 52.49%

Total Return Ranking - Trailing

Period MIGMX Return Category Return Low Category Return High Rank in Category (%)
YTD 2.3% -2.3% 49.1% 72.56%
1 Yr 18.3% -9.0% 131.7% 87.66%
3 Yr 15.7%* -3.1% 45.9% 60.36%
5 Yr 18.1%* -3.3% 45.4% 66.67%
10 Yr 13.7%* 6.9% 23.9% 71.78%

* Annualized

Total Return Ranking - Calendar

Period MIGMX Return Category Return Low Category Return High Rank in Category (%)
2020 11.2% -67.0% 145.0% 89.67%
2019 27.6% -28.8% 76.0% 30.97%
2018 0.1% -64.5% 29.5% 13.90%
2017 27.7% -24.8% 64.3% 40.20%
2016 5.4% -56.6% 17.1% 29.20%

NAV & Total Return History


MIGMX - Holdings

Concentration Analysis

MIGMX Category Low Category High MIGMX % Rank
Net Assets 9.68 B 10.3 K 253 B 18.95%
Number of Holdings 55 1 2486 59.60%
Net Assets in Top 10 4.07 B 213 K 96.2 B 20.68%
Weighting of Top 10 42.08% 10.4% 100.0% 60.90%

Top 10 Holdings

  1. Microsoft Corp 10.58%
  2. Alphabet Inc A 7.30%
  3. Apple Inc 5.08%
  4. Accenture PLC Class A 3.97%
  5. Charles Schwab Corp 2.95%
  6. Visa Inc Class A 2.88%
  7. Colgate-Palmolive Co 2.81%
  8. Alibaba Group Holding Ltd ADR 2.67%
  9. Comcast Corp Class A 2.57%
  10. Comcast Corp Class A 2.57%

Asset Allocation

Weighting Return Low Return High MIGMX % Rank
Stocks
99.75% 51.91% 142.50% 23.09%
Cash
0.25% -42.50% 48.09% 71.52%
Preferred Stocks
0.00% 0.00% 5.09% 47.83%
Other
0.00% -5.20% 21.26% 52.10%
Convertible Bonds
0.00% 0.00% 15.24% 43.86%
Bonds
0.00% -0.67% 31.29% 46.55%

Stock Sector Breakdown

Weighting Return Low Return High MIGMX % Rank
Technology
33.23% 0.00% 88.27% 47.53%
Healthcare
15.72% 0.00% 61.09% 27.15%
Communication Services
13.17% 0.00% 68.14% 52.17%
Consumer Cyclical
10.95% 0.00% 38.89% 86.90%
Financial Services
10.85% 0.00% 41.22% 39.74%
Consumer Defense
9.12% 0.00% 19.50% 4.12%
Industrials
4.05% 0.00% 30.46% 70.49%
Real Estate
1.56% 0.00% 22.68% 42.90%
Basic Materials
1.36% 0.00% 19.40% 48.49%
Utilities
0.00% 0.00% 10.98% 62.84%
Energy
0.00% 0.00% 14.46% 61.96%

Stock Geographic Breakdown

Weighting Return Low Return High MIGMX % Rank
US
90.50% 11.18% 140.12% 68.51%
Non US
9.25% 0.00% 82.96% 22.44%

MIGMX - Expenses

Operational Fees

MIGMX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 1.46% 0.01% 23.28% 24.17%
Management Fee 0.33% 0.00% 1.50% 11.45%
12b-1 Fee 1.00% 0.00% 1.00% 87.92%
Administrative Fee N/A 0.01% 1.02% N/A

Sales Fees

MIGMX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Front Load N/A 2.25% 8.50% N/A
Deferred Load N/A 1.00% 5.50% N/A

Trading Fees

MIGMX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Max Redemption Fee N/A 0.50% 5.00% N/A

Related Fees

Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.

MIGMX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Turnover 23.00% 0.00% 358.00% 21.93%

MIGMX - Distributions

Dividend Yield Analysis

MIGMX Category Low Category High MIGMX % Rank
Dividend Yield 0.00% 0.00% 5.86% 45.92%

Dividend Distribution Analysis

MIGMX Category Low Category High Category Mod
Dividend Distribution Frequency Annually Annually Quarterly Annually

Net Income Ratio Analysis

MIGMX Category Low Category High MIGMX % Rank
Net Income Ratio -0.39% -56.00% 1.99% 72.27%

Capital Gain Distribution Analysis

MIGMX Category Low Category High Capital Mode
Capital Gain Distribution Frequency Annually Annually Annually Annually

Dividend Payout History

View More +

MIGMX - Fund Manager Analysis

Managers

Jeffrey Constantino


Start Date

Tenure

Tenure Rank

Nov 16, 2006

14.22

14.2%

Jeffrey C. Constantino is a portfolio manager, and was an equity research analyst for 5 years until he was promoted to his current position at Massachusetts Financial Services Company in 2005. Prior to joining MFS in 2000, he was employed as a financial consultant in mergers and acquisitions for Arthur Andersen LLP. Constantino holds the Chartered Financial Analyst designation and Certified Public Accountant designation.

Joseph Skorski


Start Date

Tenure

Tenure Rank

Jul 01, 2019

1.59

1.6%

Mr. Skorski joined MFS in 2007 and has more than two decades of investment experience. During his tenure at the firm, he has had both equity research analyst and portfolio management responsibilities. He joined the portfolio management team of the MFS® Global Growth Equity and MFS® Global Growth Concentrated Equity strategies in 2018 and previously had portfolio management responsibilities for the firm’s Japan Equity strategy.

Tenure Analysis

Category Low Category High Category Average Category Mode
0.07 53.12 7.71 1.08