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MFS Massachusetts Investors Growth Stock Fund;529A

NAS: EISTX

GO
/zigman2/quotes/202397720/realtime

$

34.66

Change

-0.10 -0.29%

Aug 7, 2020

YTD return

7.43%

5 yr avg return

14.98%

Total net assets

37.70M

52 week low

52 week high

$23.07

$36.88

Yield

0.23%

Fees & Expenses

Front load

5.75%

Deferred load

0.00%

Max. redemption fee

0.00%

Total expense ratio

0.75%

12 b-1

0.21%

Turnover

23.00%

Expense Calculator

Amt Invested:

Timeframe:

Total expense ratio:

Front load:

Deferred load:

Expense projection:

Estimated Total:

* Expense Calculator results are based on the fund's past performance. Preferred load may be less. Check with your fund company for exact values.

Distributions

Income dividend

0.08

Dividend freq.

Annually

Capital gain (2019)

2.35

Capital gain (YTD)

n/a

Risk Measures

Alpha

0.46

Beta

0.96

Standard deviation

4.74

R. squared

0.98

Min. Investment

Standard (taxable)

250

IRA

n/a

Compare:
Indexes
  • Dow(INDU) INDU
  • Nasdaq (COMP) COMP
  • S&P 500 (SPX) SPX
  • Global Dow (GDOW) GDOW
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MarketWatch News on EISTX

No News currently available for EISTX

Lipper Leader

Total Return: 2 Consistent Return: 1 Preservation: 5 Tax Efficiency: 3 Expense: 5

YTD Lipper Ranking: Quintile 5 (96th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD 7.43% 21.18% 4.80% 96% 5
1yr 21.70% 35.62% 18.50% 96% 5
3yr 18.29% 20.36% 12.80% 76% 4
5yr 14.98% 15.96% 12.20% 70% 4
10yr 15.19% 15.99% 13.9% 72% 4

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$54,597

Fund Comparison

Compare: Returns Risk Fees Holdings

Find Another Fund

Investment focus:

Net assets:

Return timeframe:

Fund Details

Category

Large-Cap Growth Funds

Fund family

n/a

Fund status

Open

Fund inception

July 31, 2002

Manager

Jeffrey C. Constantino

Investment Policy

The Fund seeks to provide long-term capital growth and future income by keeping its assets invested, except for working cash balances, in the common stock or convertible securities of companies believed to have better-than-average prospects for long-term growth.

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Other News on EISTX

Link to MarketWatch's Slice.