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MFS Massachusetts Inv Gr Stk C MIGDX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 32.14  /  +0.22 %
  • Total Assets 12.5 Bil
  • Adj. Expense Ratio
    1.460%
  • 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 Feb 23, 2024 | 1-Day Return as of Feb 23, 2024, 11:14 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.

Staying true to its valuation discipline.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

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.

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Portfolio Holdings MIGDX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 45.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

14.12 1.7 Bil
Technology

Apple Inc

5.42 650.5 Mil
Technology

Alphabet Inc Class A

5.12 614.9 Mil
Communication Services

Visa Inc Class A

4.70 564.8 Mil
Financial Services

Accenture PLC Class A

4.26 511.6 Mil
Technology

Amphenol Corp Class A

2.71 325.3 Mil
Technology

Church & Dwight Co Inc

2.40 288.5 Mil
Consumer Defensive

Agilent Technologies Inc

2.19 263.0 Mil
Healthcare

NVIDIA Corp

2.18 262.1 Mil
Technology

Analog Devices Inc

2.11 252.9 Mil
Technology