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MFS Massachusetts Investors Growth Stock Fund;B

NAS: MIGBX

GO
/zigman2/quotes/201753401/realtime

$

29.63

Change

-0.09 -0.30%

Aug 7, 2020

YTD return

7.00%

5 yr avg return

14.17%

Total net assets

37.20M

52 week low

52 week high

$19.77

$29.79

Yield

0.00%

Fees & Expenses

Front load

0.00%

Deferred load

4.00%

Max. redemption fee

0.00%

Total expense ratio

1.46%

12 b-1

0.98%

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

0.40

Beta

0.96

Standard deviation

4.73

R. squared

0.98

Min. Investment

Standard (taxable)

1000

IRA

250

Compare:
Indexes
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  • Nasdaq (COMP) COMP
  • S&P 500 (SPX) SPX
  • Global Dow (GDOW) GDOW
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/news/latest/company/us/migbx

MarketWatch News on MIGBX

No News currently available for MIGBX

Lipper Leader

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

YTD Lipper Ranking: Quintile 5 (97th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD 7.00% 21.18% 4.80% 97% 5
1yr 20.87% 35.62% 18.50% 97% 5
3yr 17.45% 20.36% 12.80% 84% 5
5yr 14.17% 15.96% 12.20% 82% 5
10yr 14.38% 15.99% 13.9% 85% 5

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$27,795

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

MFS Funds Class B

Fund status

Closed

Fund inception

September 7, 1993

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.

/news/nonmarketwatch/company/us/migbx

Other News on MIGBX

  1. Avoid These 3 Mutual Fund Misfires - February 28, 2020

    9:16 a.m. Feb. 28, 2020

    - Zacks.com

  2. 3 Mutual Fund Misfires to Avoid - November 20, 2019

    9:23 a.m. Nov. 20, 2019

    - Zacks.com

  3. Avoid These 3 Mutual Fund Misfires - October 31, 2019

    8:39 a.m. Oct. 31, 2019

    - Zacks.com

  4. 3 Mutual Fund Misfires to Avoid - October 08, 2019

    12:34 p.m. Oct. 8, 2019

    - Zacks.com

  5. Tech Mutual Funds Carry Risk Factor

    12:59 a.m. Feb. 27, 1999

    - The Wall Street Journal Interactive Edition

Link to MarketWatch's Slice.