MFS Massachusetts Investors Growth Stock Fund (MIGFX)

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

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.

MFS Massachusetts Investors Growth Stock Fund (MIGFX) has returned -11.94% so far this year and 2.07% over the past 12 months. Looking at the last ten years, MIGFX has achieved an annualized return of 13.37%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since May 3, 1973, MIGFX's average daily return is +0.04%, while the average monthly return is +0.72%. At this rate, your investment would double in approximately 8.1 years.

Historically, 57% of months were positive and 43% were negative. The best month was Oct 1974 with a return of +22.0%, while the worst month was Oct 1987 at -24.0%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 12 months.

On a daily basis, MIGFX closed higher 51% of trading days. The best single day was Oct 13, 2008 with a return of +11.9%, while the worst single day was Nov 28, 1986 at -23.6%.

MFS Massachusetts Investors Growth Stock Fund has an annualized alpha of 0.01%, beta of 0.96, and R² of 0.77 versus S&P 500 Index. Calculated based on daily prices since May 04, 1973.

• This fund participated in 106.47% of S&P 500 Index downside but only 103.48% of its upside — more exposed to losses than it benefited from rallies.
• With beta of 0.96 and R² of 0.77, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

MIGFX has an expense ratio of 0.70%, placing it in the medium range.

MIGFX ranks 7 for risk / return — in the bottom 7% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for MFS Massachusetts Investors Growth Stock Fund (MIGFX) and compare them to a chosen benchmark (S&P 500 Index).

MFS Massachusetts Investors Growth Stock Fund provided a 12.93% dividend yield over the last twelve months, with an annual payout of $4.73 per share.

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.

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.

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 61.83%, occurring on Mar 9, 2009. Recovery took 1053 trading sessions.

The current MFS Massachusetts Investors Growth Stock Fund drawdown is 13.77%.

The chart below shows the rolling one-month volatility.