MFS Massachusetts Investors Growth Stock Fund (MIGFX)
The investment seeks capital appreciation. The fund normally invests at least 80% of the fund's net assets in stocks. Stocks include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. The advisor focuses on investing the fund's assets in the stocks of companies its advisor believes to have above average earnings growth potential compared to other companies (growth companies).
Fund Info
US5757191094
575719109
Jan 1, 1935
$1,000
Large-Cap
Growth
Expense Ratio
MIGFX has an expense ratio of 0.70%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
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Returns By Period
MFS Massachusetts Investors Growth Stock Fund (MIGFX) returned -0.64% year-to-date (YTD) and 4.85% over the past 12 months. Over the past 10 years, MIGFX delivered an annualized return of 12.81%, outperforming the S&P 500 benchmark at 10.88%.
MIGFX
-0.64%
7.46%
-2.74%
4.85%
10.51%
13.09%
12.81%
^GSPC (Benchmark)
0.68%
7.17%
-1.66%
11.63%
12.51%
14.34%
10.88%
Monthly Returns
The table below presents the monthly returns of MIGFX, 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 | 2.44% | -1.37% | -6.10% | -1.35% | 6.16% | -0.64% | |||||||
| 2024 | 1.09% | 4.60% | 2.23% | -4.49% | 4.95% | 2.34% | 1.29% | 1.90% | 2.33% | -2.65% | 4.43% | -2.30% | 16.35% |
| 2023 | 6.18% | -3.62% | 5.33% | 1.32% | 0.17% | 6.64% | 1.56% | -1.28% | -5.31% | -1.83% | 10.33% | 3.49% | 24.13% |
| 2022 | -5.49% | -4.34% | 2.41% | -7.65% | 0.03% | -6.74% | 8.51% | -4.91% | -10.36% | 6.21% | 8.09% | -4.61% | -19.20% |
| 2021 | -2.27% | 2.70% | 3.14% | 6.72% | -0.43% | 2.26% | 4.53% | 2.26% | -5.55% | 6.73% | -1.99% | 6.11% | 26.07% |
| 2020 | 0.33% | -7.56% | -11.39% | 12.08% | 5.67% | 1.91% | 6.43% | 6.01% | -2.06% | -2.41% | 10.19% | 3.98% | 22.55% |
| 2019 | 8.10% | 5.08% | 3.55% | 4.74% | -5.61% | 6.87% | 2.90% | -0.87% | 1.00% | 0.77% | 4.79% | 3.48% | 39.90% |
| 2018 | 6.44% | -2.84% | -1.46% | -0.39% | 2.59% | 1.31% | 3.78% | 3.02% | 1.27% | -7.21% | 2.92% | -7.59% | 0.81% |
| 2017 | 3.46% | 4.56% | 0.92% | 2.42% | 3.21% | -0.11% | 1.73% | 0.63% | 1.39% | 2.86% | 2.96% | 1.55% | 28.68% |
| 2016 | -3.52% | 0.05% | 7.11% | -0.34% | 2.07% | -0.99% | 4.63% | -0.28% | -0.36% | -3.01% | 0.33% | 0.80% | 6.18% |
| 2015 | -2.94% | 6.34% | -1.54% | -0.04% | 1.65% | -2.01% | 2.66% | -6.75% | -2.48% | 8.67% | -0.08% | -2.65% | -0.15% |
| 2014 | -3.33% | 4.71% | -0.35% | -0.17% | 3.00% | 0.97% | -1.72% | 2.64% | -1.82% | 2.45% | 4.58% | 0.51% | 11.69% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of MIGFX is 31, 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 (MIGFX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
MFS Massachusetts Investors Growth Stock Fund provided a 8.65% dividend yield over the last twelve months, with an annual payout of $3.62 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.62 | $3.62 | $1.62 | $1.48 | $4.47 | $2.79 | $2.44 | $2.73 | $1.91 | $1.37 | $1.50 | $0.93 |
Dividend yield | 8.65% | 8.59% | 4.11% | 4.49% | 10.47% | 7.43% | 7.40% | 10.77% | 6.87% | 5.92% | 6.51% | 3.80% |
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 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.00 | $0.00 | $3.61 | $3.62 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.62 | $1.62 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.00 | $0.00 | $1.43 | $1.48 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.70 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.77 | $4.47 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.78 | $2.79 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.35 | $2.44 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.73 | $2.73 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.91 | $1.91 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.37 | $1.37 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.50 | $1.50 |
| 2014 | $0.93 | $0.93 |
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.
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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 61.53%, occurring on Mar 9, 2009. Recovery took 1048 trading sessions.
The current MFS Massachusetts Investors Growth Stock Fund drawdown is 4.53%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -61.53% | Mar 27, 2000 | 2243 | Mar 9, 2009 | 1048 | May 8, 2013 | 3291 |
| -39.78% | Jul 7, 1986 | 652 | Jan 3, 1989 | 775 | Dec 24, 1991 | 1427 |
| -32.42% | Feb 20, 2020 | 23 | Mar 23, 2020 | 89 | Jul 29, 2020 | 112 |
| -26.93% | Jul 21, 1998 | 58 | Oct 8, 1998 | 36 | Nov 27, 1998 | 94 |
| -26.67% | Dec 30, 2021 | 198 | Oct 12, 2022 | 304 | Dec 28, 2023 | 502 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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