Massachusetts Investors Growth’s strong management team stays true to its patient, valuation-conscious process, earning the strategy a Morningstar Analyst rating of Silver for its cheaper share classes and Bronze for its pricier shares.
Will EMICX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EMICX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the EMICX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of EMICX’s parent organization’s priorities and whether they’re in line with investors’ interests.