Massachusetts Investors Growth’s strong management team stays true to its patient, valuation-conscious process, earning the strategy a Morningstar Analyst rating of Silver for its cheaper share classes and Bronze for its pricier shares.
MFS Massachusetts Inv Gr Stk R1 MIGMX
NAV / 1-Day Return
30.96
/
0.67
%
Total Assets
10.9 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.460%
Expense Ratio
1.460%
Fee Level
Above Average
Longest Manager Tenure
15.18
years
Category
Large Growth
Investment Style
Large GrowthMin. Initial Investment
0
Status
Open
TTM Yield
0.00%
Turnover
17%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
This fund is worth it in the long run.
