MFS Massachusetts Investors Growth Stock Fund C (MIGDX)
31.14
-0.29
(-0.92%)
USD |
Mar 04 2025
Returns Chart
Key Stats
| Net Expense Ratio | Total Assets Under Management | Weighted Average Dividend Yield | Turnover Ratio (Generic) |
|---|---|---|---|
| -- | -- | -- | -- |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized Total Returns Since Inception (Daily) | Max Drawdown (Since Inception) |
| -- | -- | Upgrade | Upgrade |
Basic Info
| Investment Strategy | |
| The Fund seeks to provide long-term capital growth and future income by keeping its assets invested, except for working cash balances, in the common stock or convertible securities of companies believed to have better-than-average prospects for long-term growth. |
| General | |
| Security Type | Mutual Fund |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Global Peer Group | Equity US |
| Peer Group | Large-Cap Core Funds |
| Global Macro | Equity North America |
| US Macro | Large-Cap Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Growth & Income Funds |
| Fund Owner Firm Name | MFS |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Net Fund Flows Versus Peer Group
1 Month
% Rank:
--
--
Peer Group Low
--
Peer Group High
1 Year
% Rank:
--
--
Peer Group Low
--
Peer Group High
3 Months
% Rank:
--
--
Peer Group Low
--
Peer Group High
3 Years
% Rank:
--
--
Peer Group Low
--
Peer Group High
6 Months
% Rank:
--
--
Peer Group Low
--
Peer Group High
5 Years
% Rank:
--
--
Peer Group Low
--
Peer Group High
YTD
% Rank:
--
--
Peer Group Low
--
Peer Group High
10 Years
% Rank:
--
--
Peer Group Low
--
Peer Group High
Date Unavailable
Risk
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of March 05, 2025.
Asset Allocation
As of January 31, 2025.
| Type | % Net |
|---|---|
| Cash | 0.81% |
| Stock | 99.19% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.00% |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Microsoft Corp | 12.85% | 391.13 | 0.65% |
| Apple Inc | 5.33% | 231.07 | -2.06% |
| NVIDIA Corp | 4.77% | 115.81 | -0.16% |
| Visa Inc | 4.60% | 350.55 | -0.48% |
| Alphabet Inc | 4.37% | 170.04 | -0.52% |
| Accenture PLC | 3.78% | 344.92 | -0.25% |
| Aon PLC | 2.47% | 402.67 | -0.50% |
| Salesforce Inc | 2.43% | 287.74 | 0.14% |
| Agilent Technologies Inc | 2.38% | 125.81 | 2.23% |
| Church & Dwight Co Inc | 2.36% | 111.44 | 0.66% |
Fees & Availability
| Fees | |
| Actual 12B-1 Fee | 1.00% |
| Actual Management Fee | 0.33% |
| Administration Fee | 2.71K% |
| Maximum Front Load | -- |
| Maximum Deferred Load | 1.00% |
| Maximum Redemption Fee | 0.00% |
| General Availability | |
| Available for Insurance Product | -- |
| Available for RRSP | -- |
| Purchase Details | |
| Open to New Investors |
|
| Minimum Initial Investment | 1000.00 None |
| Minimum Subsequent Investment | 50.00 None |
Basic Info
| Investment Strategy | |
| The Fund seeks to provide long-term capital growth and future income by keeping its assets invested, except for working cash balances, in the common stock or convertible securities of companies believed to have better-than-average prospects for long-term growth. |
| General | |
| Security Type | Mutual Fund |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Global Peer Group | Equity US |
| Peer Group | Large-Cap Core Funds |
| Global Macro | Equity North America |
| US Macro | Large-Cap Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Growth & Income Funds |
| Fund Owner Firm Name | MFS |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Fundamentals
| General | |
| Distribution Yield | -- |
| Dividend Yield TTM | -- |
| 30-Day SEC Yield | -- |
| 7-Day SEC Yield | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| ROI (TTM) | -- |
| Return on Investment (TTM) | -- |
| Earning Yield | -- |
| LT Debt / Shareholders Equity | -- |
Growth Metrics
| EPS Growth (1Y) | 23.13% |
| EPS Growth (3Y) | 16.86% |
| EPS Growth (5Y) | 13.43% |
| Sales Growth (1Y) | 12.04% |
| Sales Growth (3Y) | 12.85% |
| Sales Growth (5Y) | 11.36% |
| Sales per Share Growth (1Y) | 23.68% |
| Sales per Share Growth (3Y) | 13.39% |
| Operating Cash Flow - Growth Ratge (3Y) | 12.93% |
As of January 31, 2025
Fund Details
| Key Dates | |
| Inception Date | 11/3/1997 |
| Last Annual Report Date | 11/30/2024 |
| Last Prospectus Date | 3/28/2024 |
| Share Classes | |
| MGTIX | Inst |
| MIGBX | B |
| MIGFX | A |
| MIGHX | Retirement |
| MIGKX | Retirement |
| MIGMX | Retirement |
| MIGNX | Retirement |
| MIRGX | Retirement |
| Attributes | |
| Index Fund | -- |
| Inverse Fund | -- |
| Leveraged Fund | -- |
| Fund of Funds | No |
| Currency Hedged Fund | -- |
| Synthetic Replication Fund | No |
Top Portfolio Holders
| Name | % Weight |
|---|---|
| Portfolio A | 5.00% |
| Portfolio B | 3.50% |
| Portfolio C | 2.25% |
Excel Add-In Codes
| Name: =YCI("M:MIGDX", "name") |
| Broad Asset Class: =YCI("M:MIGDX", "broad_asset_class") |
| Broad Category: =YCI("M:MIGDX", "broad_category_group") |
| Prospectus Objective: =YCI("M:MIGDX", "prospectus_objective") |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |