Morningstar

MFS Massachusetts Investors Growth Stock Fund Class C MIGDX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 29.04  /  +0.83 %
  • Total Assets 8.3B
  • Adj. Expense Ratio
    1.460%
  • Expense Ratio 1.460%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 21%

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 10:48 PM GMT+0

Morningstar’s Analysis MIGDX

Will MIGDX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MIGDX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MIGDX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MIGDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Continues to face challenging environment.

Principal Jack Shannon

Jack Shannon

Principal

Summary

Patience and a risk-first approach set Massachusetts Investors Growth apart. In periods where the market chases momentum, lower quality, or continues to coalesce in the largest companies, this strategy can look like a laggard, as it has recently. Over a full market cycle, though, this strategy’s focus on owning durable—but still growing—businesses should pay off for investors, as it should prove resilient when markets get jittery.

by Jack Shannon
Rated on Published on

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Portfolio Holdings MIGDX

More MIGDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 50.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

15.13 1B
Technology

Alphabet Inc Class A

9.29 795M
Communication Services

Broadcom Inc

4.50 385M
Technology

Taiwan Semiconductor Manufacturing Co Ltd ADR

3.97 340M
Technology

Amphenol Corp Class A

3.45 295M
Technology

Apple Inc

3.20 274M
Technology

Visa Inc Class A

2.91 249M
Financial Services

Microsoft Corp

2.84 243M
Technology

Waters Corp

2.70 231M
Healthcare

Moodys Corp

2.60 222M
Financial Services

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