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.
- NAV / 1-Day Return 34.93 / 1.36 %
- Total Assets 10.8 Bil
-
Adj. Expense Ratio
0.960%
- Expense Ratio 0.960%
- Distribution Fee Level Low
- Share Class Type Retirement, Medium
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.17%
- Turnover 20%
Morningstar’s Analysis MIRGX
Will MIRGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date Apr 30, 2023
- Equity Holdings 53
- Bond Holdings 0
- Other Holdings 2
- % Assets in Top 10 Holdings 44.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector