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MFS Massachusetts Inv Gr Stk I MGTIX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 38.53  /  0.05 %
  • Total Assets 11.0 Bil
  • Adj. Expense Ratio
    0.460%
  • Expense Ratio 0.460%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.58%
  • Turnover 20%

Morningstar’s Analysis MGTIX

Will MGTIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Reliable and steady.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

Massachusetts Investors Growth can look out of step when the market’s appetite for risk increases, but consistent, deliberate execution of its patient, valuation-conscious process earns the strategy a Morningstar Analyst rating of Silver for its cheaper share classes and Bronze for pricier shares.

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Portfolio Holdings MGTIX

  • Current Portfolio Date
  • Equity Holdings 55
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 43.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
12.55
1,458,358,721
Technology
6.07
705,206,584
Technology
5.82
676,352,136
Communication Services
3.89
452,141,302
Financial Services
3.87
450,235,963
Technology
2.47
287,652,781
Technology
2.41
279,813,703
Consumer Defensive
2.37
275,016,803
Technology
2.27
263,593,785
Financial Services
2.12
246,643,266
Healthcare