MFS Massachusetts Investors Growth Stock Fund (MGTIX)
Fund Info
US5757194064
575719406
Jan 1, 1932
North America (U.S.)
$0
Large-Cap
Growth
Expense Ratio
MGTIX features an expense ratio of 0.45%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in MFS Massachusetts Investors Growth Stock Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
MFS Massachusetts Investors Growth Stock Fund had a return of 3.31% year-to-date (YTD) and 7.98% in the last 12 months. Over the past 10 years, MFS Massachusetts Investors Growth Stock Fund had an annualized return of 6.60%, while the S&P 500 had an annualized return of 11.31%, indicating that MFS Massachusetts Investors Growth Stock Fund did not perform as well as the benchmark.
MGTIX
3.31%
1.90%
-2.23%
7.98%
5.83%
6.60%
^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
Monthly Returns
The table below presents the monthly returns of MGTIX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.47% | 3.31% | |||||||||||
| 2024 | 1.12% | 4.63% | 2.26% | -4.46% | 4.95% | 2.36% | 1.29% | 1.93% | 2.34% | -2.62% | 4.46% | -9.48% | 8.04% |
| 2023 | 6.20% | -3.62% | 5.34% | 1.32% | 0.19% | 6.70% | 1.57% | -1.25% | -5.29% | -1.84% | 10.39% | -0.11% | 20.08% |
| 2022 | -5.46% | -4.34% | 2.45% | -7.65% | 0.08% | -6.75% | 8.39% | -4.90% | -10.33% | 6.21% | 8.15% | -7.90% | -21.92% |
| 2021 | -2.24% | 2.72% | 3.18% | 6.74% | -0.42% | 0.66% | 4.56% | 2.27% | -5.50% | 6.74% | -1.96% | -2.19% | 14.65% |
| 2020 | 0.35% | -7.53% | -11.38% | 12.12% | 5.64% | 1.93% | 6.48% | 6.01% | -2.05% | -2.38% | 10.21% | -3.05% | 14.51% |
| 2019 | 8.09% | 5.11% | 3.58% | 4.72% | -5.60% | 6.63% | 2.91% | -0.87% | 1.06% | 0.78% | 4.79% | -3.00% | 31.00% |
| 2018 | 6.48% | -2.83% | -1.46% | -0.34% | 2.58% | 1.34% | 3.78% | 3.07% | 1.27% | -7.16% | 2.93% | -15.49% | -7.59% |
| 2017 | 3.47% | 4.62% | 0.94% | 2.44% | 3.21% | -0.07% | 1.76% | 0.61% | 1.43% | 2.89% | 2.95% | -3.99% | 21.91% |
| 2016 | -3.52% | 0.13% | 7.08% | -0.29% | 2.06% | -0.97% | 4.64% | -0.27% | -0.31% | -2.98% | 0.36% | -3.97% | 1.41% |
| 2015 | -2.91% | 6.33% | -1.51% | 0.00% | 1.65% | -1.97% | 2.68% | -6.75% | -2.47% | 8.69% | -0.04% | -7.60% | -5.02% |
| 2014 | -3.30% | 4.75% | -0.38% | -0.13% | 3.02% | 0.99% | -1.68% | 2.66% | -1.82% | 2.48% | 4.59% | 1.40% | 12.93% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of MGTIX is 25, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for MFS Massachusetts Investors Growth Stock Fund (MGTIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
MFS Massachusetts Investors Growth Stock Fund provided a 0.44% dividend yield over the last twelve months, with an annual payout of $0.20 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.20 | $0.20 | $0.26 | $0.24 | $0.17 | $0.15 | $0.16 | $0.34 | $0.29 | $0.25 | $0.27 | $1.21 |
Dividend yield | 0.44% | 0.46% | 0.63% | 0.70% | 0.39% | 0.39% | 0.48% | 1.32% | 1.01% | 1.04% | 1.15% | 4.84% |
Monthly Dividends
The table displays the monthly dividend distributions for MFS Massachusetts Investors Growth Stock Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 | $0.20 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.26 | $0.26 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.24 | $0.24 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.17 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 | $0.15 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.16 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.34 | $0.34 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.29 | $0.29 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 | $0.25 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.27 | $0.27 |
| 2014 | $1.21 | $1.21 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the MFS Massachusetts Investors Growth Stock Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the MFS Massachusetts Investors Growth Stock Fund was 60.39%, occurring on Mar 9, 2009. Recovery took 1005 trading sessions.
The current MFS Massachusetts Investors Growth Stock Fund drawdown is 7.71%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -60.39% | Mar 27, 2000 | 2243 | Mar 9, 2009 | 1005 | Mar 7, 2013 | 3248 |
| -32.51% | Dec 17, 2019 | 66 | Mar 23, 2020 | 89 | Jul 29, 2020 | 155 |
| -31.03% | Dec 13, 2021 | 210 | Oct 12, 2022 | 438 | Jul 12, 2024 | 648 |
| -24.44% | Sep 24, 2018 | 64 | Dec 24, 2018 | 122 | Jun 20, 2019 | 186 |
| -19.29% | Aug 19, 1998 | 37 | Oct 8, 1998 | 17 | Nov 2, 1998 | 54 |
Volatility
Volatility Chart
The current MFS Massachusetts Investors Growth Stock Fund volatility is 3.19%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.