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MFS Massachusetts Inv Gr Stk R3 MIGHX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 39.49  /  −0.90 %
  • Total Assets 11.9 Bil
  • Adj. Expense Ratio
    0.710%
  • Expense Ratio 0.710%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.34%
  • Turnover 20%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:18 PM GMT+0

Morningstar’s Analysis MIGHX

Will MIGHX 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 MIGHX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 44.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

14.02 1.8 Bil
Technology

Apple Inc

5.07 633.8 Mil
Technology

Alphabet Inc Class A

4.83 604.0 Mil
Communication Services

Visa Inc Class A

4.64 580.6 Mil
Financial Services

Accenture PLC Class A

3.69 461.0 Mil
Technology

Amphenol Corp Class A

2.79 349.4 Mil
Technology

NVIDIA Corp

2.68 335.0 Mil
Technology

Aon PLC Class A

2.36 295.3 Mil
Financial Services

Church & Dwight Co Inc

2.30 287.5 Mil
Consumer Defensive

Icon PLC

2.23 279.4 Mil
Healthcare