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Morningstar

MFS Massachusetts Inv Gr Stk R1 MIGMX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 26.54  /  1.04 %
  • Total Assets 10.3 Bil
  • Adj. Expense Ratio
    1.460%
  • Expense Ratio 1.450%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Small
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 20%

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis MIGMX

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

People Pillar

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

Reliable and steady.

Senior Analyst

Summary

| by Jack Shannon

Massachusetts Investors Growth can look out of step when the market’s appetite for risk increases, but consistent, deliberate execution of its patient, valuation-conscious process earns the strategy a Morningstar Analyst rating of Silver for its cheaper share classes and Bronze for pricier shares.

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