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.
MFS Massachusetts Inv Gr Stk I MGTIX
NAV / 1-Day Return
39.96
/
0.10
%
Total Assets
10.5 Bil
Adj. Expense Ratio
0.450%
Expense Ratio
0.450%
Fee Level
Low
Longest Manager Tenure
15.75
years
Category
Large Growth
Investment Style
Large GrowthMin. Initial Investment
0
Status
Open
TTM Yield
0.41%
Turnover
17%
Morningstar’s Fund Analysis MGTIX
Will MGTIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MGTIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the MGTIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of MGTIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
This fund is worth it in the long run.
