MFS Massachusetts Investors Growth’s patient, valuation-conscious process sets it apart. During periods where the market chases growth at any price, this strategy can look out of favor, but over a full-market cycle, this strategy’s focus on owning durable but still growing businesses should pay off for investors.
MFS Massachusetts Inv Gr Stk C MIGDX
- NAV / 1-Day Return 32.76 / +0.77 %
- Total Assets 12.7 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.460%
- Distribution Fee Level Below Average
- Share Class Type Level Load
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield —
- Turnover 20%
USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:19 PM GMT+0
Morningstar’s Analysis MIGDX
Will MIGDX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 44.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 14.02 | 1.8 Bil | Technology |
Apple Inc | 5.07 | 633.8 Mil | Technology |
Alphabet Inc Class A | 4.83 | 604.0 Mil | Communication Services |
Visa Inc Class A | 4.64 | 580.6 Mil | Financial Services |
Accenture PLC Class A | 3.69 | 461.0 Mil | Technology |
Amphenol Corp Class A | 2.79 | 349.4 Mil | Technology |
NVIDIA Corp | 2.68 | 335.0 Mil | Technology |
Aon PLC Class A | 2.36 | 295.3 Mil | Financial Services |
Church & Dwight Co Inc | 2.30 | 287.5 Mil | Consumer Defensive |
Icon PLC | 2.23 | 279.4 Mil | Healthcare |