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MFS Massachusetts Investors Growth Stock Fund;C

NAS: MIGDX

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/zigman2/quotes/203885618/realtime

$

29.49

Change

+0.12 +0.41%

Aug 6, 2020

YTD return

6.54%

5 yr avg return

13.86%

Total net assets

80.50M

52 week low

52 week high

$19.62

$29.58

Yield

0.00%

Fees & Expenses

Front load

0.00%

Deferred load

1.00%

Max. redemption fee

0.00%

Total expense ratio

1.47%

12 b-1

1.00%

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

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MarketWatch News on MIGDX

No News currently available for MIGDX

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 6.54% 20.14% 4.20% 97% 5
1yr 22.60% 36.60% 19.30% 97% 5
3yr 17.31% 20.03% 12.50% 83% 5
5yr 13.86% 15.43% 11.90% 80% 4
10yr 14.3% 15.85% 13.8% 84% 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 C

Fund status

Open

Fund inception

November 3, 1997

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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