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.
MFS Massachusetts Inv Gr Stk R1 MIGMX
- NAV / 1-Day Return 30.89 / −0.48 %
- Total Assets 12.2 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.460%
- Distribution Fee Level Above Average
- Share Class Type Retirement, Small
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment —
- Status Open
- TTM Yield —
- Turnover 20%
USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:14 PM GMT+0
Morningstar’s Analysis MIGMX
Will MIGMX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 45.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 13.97 | 1.8 Bil | Technology |
Alphabet Inc Class A | 5.15 | 658.4 Mil | Communication Services |
Apple Inc | 4.71 | 601.3 Mil | Technology |
Visa Inc Class A | 4.49 | 573.3 Mil | Financial Services |
NVIDIA Corp | 3.90 | 498.4 Mil | Technology |
Accenture PLC Class A | 3.34 | 426.3 Mil | Technology |
Amphenol Corp Class A | 2.61 | 333.2 Mil | Technology |
Aon PLC Class A | 2.44 | 311.9 Mil | Financial Services |
Church & Dwight Co Inc | 2.35 | 299.6 Mil | Consumer Defensive |
Agilent Technologies Inc | 2.29 | 292.4 Mil | Healthcare |