MFS Massachusetts Investors Growth Stock Fund;529B

NAS: EMIVX

GO
/zigman2/quotes/201093793/realtime

$

28.82

Change

+0.11 +0.38%

Aug 6, 2020

YTD return

6.98%

5 yr avg return

14.00%

Total net assets

600,000

52 week low

52 week high

$19.13

$28.84

Yield

0.00%

Fees & Expenses

Front load

0.00%

Deferred load

4.00%

Max. redemption fee

0.00%

Total expense ratio

1.39%

12 b-1

0.87%

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

n/a

Dividend freq.

Annually

Capital gain (2019)

2.35

Capital gain (YTD)

n/a

Risk Measures

Alpha

0.42

Beta

0.96

Standard deviation

4.74

R. squared

0.98

Min. Investment

Standard (taxable)

250

IRA

n/a

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

No News currently available for EMIVX

Lipper Leader

Total Return: 1 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 6.98% 20.14% 4.20% 96% 5
1yr 23.33% 36.60% 19.30% 96% 5
3yr 17.58% 20.03% 12.50% 81% 5
5yr 14.00% 15.43% 11.90% 78% 4
10yr 14.35% 15.85% 13.8% 83% 5

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$48,558

Fund Comparison

Compare: Returns Risk Fees Holdings

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Investment focus:

Net assets:

Return timeframe:

Fund Details

Category

Large-Cap Growth Funds

Fund family

n/a

Fund status

Closed

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 EMIVX

Link to MarketWatch's Slice.