Nasdaq - Delayed Quote USD

MFS Massachusetts Inv Gr Stk B (MIGBX)

34.82 -0.85 (-2.38%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 35.67
  • YTD Return 16.48%
  • Expense Ratio 1.46%
  • Category Large Growth
  • Last Cap Gain 47.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 13.12B
  • Beta (5Y Monthly) 0.99
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 20.00%
  • Last Dividend 0.06
  • Inception Date Apr 1, 2005

The fund normally invests at least 80% of the fund's net assets in stocks. Stocks include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. The advisor focuses on investing the fund's assets in the stocks of companies its advisor believes to have above average earnings growth potential compared to other companies (growth companies).

MFS

Fund Family

Large Growth

Fund Category

13.12B

Net Assets

2005-04-01

Inception Date

Performance Overview: MIGBX

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Trailing returns as of 10/31/2024. Category is Large Growth.

YTD Return

MIGBX
16.48%
Category
12.38%
?

1-Year Return

MIGBX
30.23%
Category
41.70%
?

3-Year Return

MIGBX
8.44%
Category
22.56%
?

5-Year Return

MIGBX
13.80%
Category
21.98%
?

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Holdings: MIGBX

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Top 10 Holdings (45.12% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 12.27%
AAPL
Apple Inc. 5.93%
NVDA
NVIDIA Corporation 4.91%
GOOGL
Alphabet Inc. 4.90%
V
Visa Inc. 4.30%
ACN
Accenture plc 3.54%
CHD
Church & Dwight Co., Inc. 2.39%
A
Agilent Technologies, Inc. 2.38%
AON
Aon plc 2.35%
AMT
American Tower Corporation 2.16%

Sector Weightings

Recent News: MIGBX

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Research Reports: MIGBX

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