MFS Massachusetts Investors Growth’s patient, valuation-conscious process sets it apart. During periods where the market chases growth at any price, this strategy can look out of favor, but over a full-market cycle, this strategy’s focus on owning durable but still growing businesses should pay off for investors.
MFS Massachusetts Inv Gr Stk C MIGDX
- NAV / 1-Day Return 33.58 / +1.51 %
- Total Assets 12.5 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.460%
- Distribution Fee Level Below Average
- Share Class Type Level Load
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield —
- Turnover 20%
USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0
Morningstar’s Analysis MIGDX
Will MIGDX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 47.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 14.51 | 1.9 Bil | Technology |
Alphabet Inc Class A | 6.08 | 777.6 Mil | Communication Services |
Apple Inc | 5.65 | 722.7 Mil | Technology |
NVIDIA Corp | 5.27 | 673.1 Mil | Technology |
Visa Inc Class A | 4.13 | 527.7 Mil | Financial Services |
Accenture PLC Class A | 3.20 | 409.2 Mil | Technology |
Church & Dwight Co Inc | 2.28 | 291.4 Mil | Consumer Defensive |
Taiwan Semiconductor Manufacturing Co Ltd ADR | 2.25 | 287.6 Mil | Technology |
Aon PLC Class A | 2.10 | 268.5 Mil | Financial Services |
Agilent Technologies Inc | 1.99 | 254.9 Mil | Healthcare |