- ISIN
- US5757191094
- CUSIP
- 575719109
- Issuer
- MFS
- Inception Date
- Jan 1, 1935
- Category
- Large Cap Growth Equities
- Min. Investment
- $1,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
MIGFX Performance Chart
MFS Massachusetts Investors Growth Stock Fund (MIGFX) is down 0.3% since the beginning of the year. MIGFX is currently trading at $41 per share. Investors who bought $1,000 worth of MIGFX shares 5 years ago would now be looking at an investment worth $1,616.
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Returns By Period
MFS Massachusetts Investors Growth Stock Fund (MIGFX) has returned -0.34% so far this year and 9.70% over the past 12 months. Looking at the last ten years, MIGFX has achieved an annualized return of 14.65%, outperforming the S&P 500 Index benchmark, which averaged 13.66% per year.
MFS Massachusetts Investors Growth Stock Fund
- 1D
- -0.62%
- 1M
- 3.14%
- YTD
- -0.34%
- 6M
- 0.15%
- 1Y
- 9.70%
- 3Y*
- 15.64%
- 5Y*
- 10.07%
- 10Y*
- 14.65%
Benchmark (S&P 500 Index)
- 1D
- -0.74%
- 1M
- 4.90%
- YTD
- 10.35%
- 6M
- 10.28%
- 1Y
- 26.52%
- 3Y*
- 20.83%
- 5Y*
- 12.30%
- 10Y*
- 13.66%
MIGFX Monthly Returns History
Based on dividend-adjusted daily data since May 3, 1973, MIGFX's average daily return is +0.04%, while the average monthly return is +0.74%. At this rate, an investment would double in approximately 7.8 years.
Historically, 58% of months were positive and 42% 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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.77% | -2.43% | -6.39% | 7.41% | 2.05% | 0.31% | -0.34% | ||||||
| 2025 | 2.44% | -1.37% | -6.10% | -1.35% | 6.03% | 3.82% | 2.78% | 0.65% | 1.82% | 2.33% | -1.08% | 0.10% | 9.97% |
| 2024 | 1.09% | 4.60% | 2.23% | -4.49% | 4.95% | 2.34% | 1.29% | 1.90% | 2.33% | -2.65% | 4.44% | 6.85% | 27.25% |
| 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% | 3.13% | 6.72% | -0.43% | 2.26% | 4.53% | 2.26% | -5.55% | 6.73% | -1.99% | 6.11% | 26.06% |
Benchmark Metrics
MFS Massachusetts Investors Growth Stock Fund has an annualized alpha of -0.09%, 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 106.49% of S&P 500 Index downside but only 102.90% 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.
- Alpha
- -0.09%
- Beta
- 0.96
- R²
- 0.77
- Upside Capture
- 102.90%
- Downside Capture
- 106.49%
Expense Ratio
MIGFX has an expense ratio of 0.70%, placing it in the medium range.
Return for Risk
Risk / Return Rank
MIGFX ranks 10 for risk / return — in the bottom 10% 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.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for MFS Massachusetts Investors Growth Stock Fund (MIGFX) and compare them to S&P 500 Index.
| MIGFX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.41 | ||
| Sortino ratioReturn per unit of downside risk | -1.85 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.41 | -0.26 |
| Calmar ratioReturn relative to maximum drawdown | 0.76 | 2.93 | -2.16 |
| Martin ratioReturn relative to average drawdown | 2.55 | 13.52 | -10.97 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
MFS Massachusetts Investors Growth Stock Fund provided a 11.43% dividend yield over the last twelve months, with an annual payout of $4.73 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $4.73 | $4.73 | $7.23 | $1.62 | $1.48 | $4.46 | $2.79 | $2.44 | $2.73 | $1.91 | $1.18 | $1.50 |
Dividend yield | 11.43% | 11.39% | 17.15% | 4.11% | 4.49% | 10.47% | 7.43% | 7.39% | 10.76% | 6.87% | 5.12% | 6.51% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.00 | $0.00 | $4.40 | $4.73 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $7.22 | $7.23 |
| 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 | $4.46 |
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 61.83%, occurring on Mar 9, 2009. Recovery took 1053 trading sessions.
The current MFS Massachusetts Investors Growth Stock Fund drawdown is 2.40%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -61.83%Mar 2009 | 8y 11mo | 4y 2mo | 13y 1moMar 2000 - May 2013 |
1974 bear market1974 | -53.73%Oct 1974 | 11mo 24d | 6y 1mo | 7y 1moOct 1973 - Nov 1980 |
Black Monday1987 | -43.72%Oct 1987 | 4y 4mo | 2y 8mo | 7y 16dJun 1983 - Jul 1990 |
1982 bear market1982 | -35.17%Aug 1982 | 1y 8mo | 9mo | 2y 5moNov 1980 - May 1983 |
1990 bear market1990 | -32.43%Oct 1990 | 2mo 26d | 4mo 21d | 7mo 17dJul 1990 - Mar 1991 |
Drawdown Indicators
| MIGFX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.83% | -56.78% | -5.05% |
Max Drawdown (1Y)Largest decline over 1 year | -13.77% | -9.10% | -4.67% |
Max Drawdown (3Y)Largest decline over 3 years | -18.68% | -18.90% | +0.22% |
Max Drawdown (5Y)Largest decline over 5 years | -26.67% | -25.43% | -1.24% |
Max Drawdown (10Y)Largest decline over 10 years | -32.42% | -33.92% | +1.50% |
Current DrawdownCurrent decline from peak | -2.40% | -0.74% | -1.66% |
Average DrawdownAverage peak-to-trough decline | -18.96% | -10.72% | -8.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.11% | 1.97% | +2.14% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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