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MFS Massachusetts Investors Growth Stock Fund Class B MIGBX

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Morningstar’s Analysis MIGBX

Will MIGBX outperform in the 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 MIGBX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MIGBX 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 MIGBX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Upcoming manager changes put this strategy under review.

Analyst David Carey

David Carey

Analyst

Summary

This strategy will see both of its managers depart over the next two years. Joe Skorski will relinquish his portfolio management responsibilities on MFS Massachusetts Investor Growth Stock and on MFS Meridian Concentrated Growth on Dec. 31, 2026, while Jeff Constantino will retire on April 30, 2028. Skorski has been a comanager on both strategies since July 2019, but will remain a comanager on MFS Global Growth after he gives up his duties here. Constantino has managed MFS Massachusetts Investors Growth fund since 2006 and MFS Meridian Concentrated Growth since 2007. Co-CIO Matt Scholder, who joined MFS in 2010, will replace Skorski as comanager and join Constantino in the interim. These changes come as a surprise and are material developments that warrant further examination.

by David Carey
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