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.
MFS Massachusetts Investors Growth Stock Fund Class R1 MIGMX
- NAV / 1-Day Return 28.17 / −1.88 %
- Total Assets 8.9B
-
Adj. Expense Ratio
1.460%
- Expense Ratio 1.460%
- Distribution Fee Level Above Average
- Share Class Type Retirement, Small
- Category Large Growth
- Investment Style Large Blend
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.00
- Turnover 21%
USD | NAV as of Jun 10, 2026 | 1-Day Return as of Jun 10, 2026, 10:47 PM GMT+0
Morningstar’s Analysis MIGMX
Will MIGMX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 51.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 12.30 | 1B | Technology |
Microsoft Corp | 10.35 | 988M | Technology |
Alphabet Inc Class A | 6.04 | 577M | Communication Services |
Apple Inc | 4.67 | 446M | Technology |
Taiwan Semiconductor Manufacturing Co Ltd ADR | 3.96 | 378M | Technology |
Visa Inc Class A | 3.59 | 343M | Financial Services |
Amphenol Corp Class A | 3.35 | 320M | Technology |
Moodys Corp | 2.49 | 237M | Financial Services |
Aon PLC Class A | 2.46 | 235M | Financial Services |
Amazon.com Inc | 2.44 | 233M | Consumer Cyclical |
United States