MFS Massachusetts Investors Growth Stock Fund (MIGFX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MIGFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MIGFX
MIGFX charges 0.70% annually. There are 136 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | MIGFX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | MIGFX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | MIGFX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | MIGFX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | MIGFX vs VIGAX |
Best Risk-Adjusted Alternatives to MIGFX
MIGFX has a PortfoliosLab risk / return rank of 5. There are 375 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 90 | 92.00B | Nov 1984 | MIGFX vs VPMCX | |
| One Rock Fund | 89 | — | Mar 2020 | MIGFX vs ONERX | |
| Chase Growth Fund Institutional Class | 89 | — | Jan 2007 | MIGFX vs CHAIX | |
| Chase Growth Fund | 89 | — | Dec 1997 | MIGFX vs CHASX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 86 | 31.20B | Nov 2001 | MIGFX vs VHCAX |
Top Performing MIGFX Alternatives (YTD)
MIGFX is at -2.31% YTD. There are 395 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | MIGFX vs ONERX | |
| ICON Equity Fund | 27.06% | — | Oct 2002 | MIGFX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 25.28% | — | Feb 2017 | MIGFX vs FUMIX | |
| Chase Growth Fund | 25.25% | — | Dec 1997 | MIGFX vs CHASX | |
| Chase Growth Fund Institutional Class | 25.21% | — | Jan 2007 | MIGFX vs CHAIX |
Lowest Volatility Alternatives to MIGFX
MIGFX has 13.24% 1-year volatility. There are 39 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.84%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.84% | — | Sep 2019 | MIGFX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.75% | — | Jan 2005 | MIGFX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.05% | — | Dec 2015 | MIGFX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.17% | — | Apr 2010 | MIGFX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.65% | — | Sep 2018 | MIGFX vs GQEPX |
Lowest Drawdown Alternatives to MIGFX
MIGFX has a 1-year max drawdown of -13.77%. There are 165 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | MIGFX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | MIGFX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | MIGFX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | MIGFX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | MIGFX vs DNVYX |
Other Mutual Funds from MFS
The 10 most viewed MFS mutual funds shown here include MIEIX, MEIKX, MEIIX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| MFS International Equity Fund Class R6 | Foreign Large Cap Equities | 15 | 4.31% | — | Jan 1996 | MIGFX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 47 | 9.75% | — | May 2006 | MIGFX vs MEIKX | |
| MFS Value Fund Class I | Large Cap Value Equities | 47 | 9.68% | — | Feb 1996 | MIGFX vs MEIIX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 36 | 8.57% | — | Sep 2004 | MIGFX vs MDIJX | |
| MFS Growth R6 | Large Cap Growth Equities | 8 | 3.12% | — | Jun 2012 | MIGFX vs MFEKX | |
| MFS Growth I | Large Cap Growth Equities | 8 | 3.06% | — | Jul 1997 | MIGFX vs MFEIX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 27 | 4.94% | — | — | MIGFX vs MINIX | |
| MFS Value Fund | Large Cap Value Equities | 45 | 9.53% | — | Jan 1996 | MIGFX vs MEIAX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 35 | 8.16% | — | Jul 1924 | MIGFX vs MITTX | |
| MFS Total Return Fund | Diversified Portfolio | 44 | 5.02% | — | Oct 1970 | MIGFX vs MSFRX |
Often Compared With MIGFX
Investors most often compare MIGFX with SMGIX, ALBAX, FNIAX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare MIGFX with Any Fund or Stock
Compare MIGFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MIGFX with funds that move differently
MFS Massachusetts Investors Growth Stock Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MIGFX.
Explore MIGFX Diversifiers