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MFS Massachusetts Investors Growth Stock Fund;R2

NAS: MIRGX

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/zigman2/quotes/204710280/realtime

$

34.16

Change

-0.11 -0.32%

Aug 7, 2020

YTD return

7.27%

5 yr avg return

14.73%

Total net assets

99.20M

52 week low

52 week high

$22.76

$34.27

Yield

0.00%

Fees & Expenses

Front load

0.00%

Deferred load

0.00%

Max. redemption fee

0.00%

Total expense ratio

0.97%

12 b-1

0.50%

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

0.44

Beta

0.96

Standard deviation

4.73

R. squared

0.98

Min. Investment

Standard (taxable)

n/a

IRA

n/a

Compare:
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MarketWatch News on MIRGX

No News currently available for MIRGX

Lipper Leader

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

YTD Lipper Ranking: Quintile 5 (97th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD 7.27% 21.18% 4.80% 97% 5
1yr 21.43% 35.62% 18.50% 97% 5
3yr 18.03% 20.36% 12.80% 78% 4
5yr 14.73% 15.96% 12.20% 74% 4
10yr 14.95% 15.99% 13.9% 77% 4

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$47,370

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

October 31, 2003

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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