Morningstar

MFS Massachusetts Investors Growth Stock Fund Class A MIGFX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 41.15  /  +0.86 %
  • Total Assets 8.8B
  • Adj. Expense Ratio
    0.710%
  • Expense Ratio 0.700%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.44%
  • Turnover 21%

USD | NAV as of Jul 16, 2026 | 1-Day Return as of Jul 16, 2026, 1:35 AM GMT+0

Morningstar’s Analysis MIGFX

Will MIGFX 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 MIGFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Continues to face challenging environment.

Principal Jack Shannon

Jack Shannon

Principal

Summary

Patience and a risk-first approach set Massachusetts Investors Growth apart. In periods where the market chases momentum, lower quality, or continues to coalesce in the largest companies, this strategy can look like a laggard, as it has recently. Over a full market cycle, though, this strategy’s focus on owning durable—but still growing—businesses should pay off for investors, as it should prove resilient when markets get jittery.

by Jack Shannon
Rated on Published on

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Portfolio Holdings MIGFX

More MIGFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 53.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

12.73 1B
Technology

Microsoft Corp

9.51 877M
Technology

Alphabet Inc Class A

5.84 539M
Communication Services

Apple Inc

5.26 485M
Technology

Amazon.com Inc

4.76 439M
Consumer Cyclical

Taiwan Semiconductor Manufacturing Co Ltd ADR

4.09 378M
Technology

Visa Inc Class A

3.48 321M
Financial Services

Amphenol Corp Class A

3.31 305M
Technology

Aon PLC Class A

2.45 226M
Financial Services

Moodys Corp

2.39 220M
Financial Services

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