Morningstar

MFS Massachusetts Investors Growth Stock Fund Class R4 MIGKX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See MFS Investment Hub

Morningstar’s Analysis MIGKX

Will MIGKX 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 MIGKX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MIGKX 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 MIGKX’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

Unlock our full analysis with Morningstar Investor

Sponsor Center