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 A MIGFX
- NAV / 1-Day Return 45.68 / +0.40 %
- Total Assets 12.9 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.710%
- Distribution Fee Level Low
- Share Class Type Front Load
- Category Large Growth
- Investment Style Large Blend
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.34%
- Turnover 20%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 PM GMT+0
Morningstar’s Analysis MIGFX
Will MIGFX 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 45.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 13.09 | 1.7 Bil | Technology |
Apple Inc | 5.94 | 769.2 Mil | Technology |
NVIDIA Corp | 4.92 | 636.7 Mil | Technology |
Alphabet Inc Class A | 4.92 | 636.1 Mil | Communication Services |
Visa Inc Class A | 4.20 | 543.9 Mil | Financial Services |
Accenture PLC Class A | 3.49 | 451.4 Mil | Technology |
Aon PLC Class A | 2.38 | 307.7 Mil | Financial Services |
Church & Dwight Co Inc | 2.17 | 280.3 Mil | Consumer Defensive |
Taiwan Semiconductor Manufacturing Co Ltd ADR | 2.15 | 278.1 Mil | Technology |
Agilent Technologies Inc | 2.13 | 275.1 Mil | Healthcare |