A strong team’s commitment to executing its patient, sensible process earns MFS Massachusetts Investors Growth Stock a Morningstar Analyst Rating of Silver for its cheaper shares and Bronze for pricier shares.
MFS Massachusetts Inv Gr Stk I MGTIX
NAV / 1-Day Return
39.19
/
1.98
%
Total Assets
9.9 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.470%
Expense Ratio
0.470%
Fee Level
Low
Longest Manager Tenure
14.31
years
Category
Large Growth
Investment Style
Large BlendMin. Initial Investment
0
Status
Open
TTM Yield
0.36%
Turnover
39%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
Despite a rough 2020, this fund stays the course.
