Canada markets closed

MFS Massachusetts Investors Growth Stock Fund (MIGDX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
33.73-0.03 (-0.09%)
At close: 08:05AM EDT

MFS Massachusetts Investors Growth Stock Fund

Boston, MA 2199

111 Huntington Avenue, 24th Floor

Massachusetts Investors Gr Stock Fund

Management Information
,Lead Manager since June 30, 2019
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.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryLarge Growth
Fund FamilyMFS
Net Assets12.57B
YTD Return8.02%
Morningstar Rating★★★
Inception DateMay 31, 2012

Fund Operations

Last Dividend0.06
Last Cap Gain47.00
Holdings Turnover20.00%
Average for CategoryN/A

Fees & Expenses

ExpenseMIGDXCategory Average
Annual Report Expense Ratio (net)0.37%0.99%
Prospectus Net Expense Ratio0.37%N/A
Prospectus Gross Expense Ratio0.37%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales LoadN/A1.33%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A