Skip to Content

MFS Massachusetts Inv Gr Stk R2 MIRGX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 41.04  /  −0.87 %
  • Total Assets 12.7 Bil
  • Adj. Expense Ratio
    0.960%
  • Expense Ratio 0.960%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.05%
  • Turnover 20%

USD | NAV as of May 29, 2024 | 1-Day Return as of May 29, 2024, 10:16 PM GMT+0

Morningstar’s Analysis MIRGX

Will MIRGX 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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MIRGX

  • 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

13.60 1.6 Bil
Technology

Alphabet Inc Class A

5.85 704.1 Mil
Communication Services

Apple Inc

4.92 592.2 Mil
Technology

Visa Inc Class A

4.54 547.2 Mil
Financial Services

NVIDIA Corp

3.96 477.0 Mil
Technology

Accenture PLC Class A

3.05 367.0 Mil
Technology

Church & Dwight Co Inc

2.55 307.3 Mil
Consumer Defensive

Amphenol Corp Class A

2.30 276.8 Mil
Technology

Agilent Technologies Inc

2.27 273.1 Mil
Healthcare

Aon PLC Class A

2.17 261.3 Mil
Financial Services