Mfs Massachusetts Investors Growth Stock Fund Class R4 (MIGKX) Fund Details & Analysis

Fund Information

Fund Category Large Growth

Fund Family MFS

Fund Style Large Blend

ISIN US5757198446

CUSIP 575719844

Inception Date -

Domicile -

Country USA

Fiscal Year End -

NAV Chart

Fund Metrics

Net Assets $7.28 Billion

Share Class Net Assets $-

Expense Ratio 0.46%

Expense Ratio Date -

Dividend Yield 0.01%

Morning Star Rating -

Morning Star Risk Rating -

Morning Star Category -

Performance

YTD Return -%

1-Year Return 10.45%

3-Year Return 12.82%

5-Year Return 8.08%

NAV $41.77

Previous Close Price $41.77

Last Update 2026-03-31

Dividend Information

Dividend Yield 0.01%

Dividend (ttm) 0.17

Dividend Growth -58.12%

Payout Frequency Annual

Ex-Dividend Date n/a

Ratings

Morning Star Rating -

Morning Star Risk Rating -

Morning Star Category -

Beta (5Y) 1.23

About MFS Massachusetts Investors Growth Stock Fund Class R4

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).

Detailed Metrics

Market Cap Distribution

AverageMarketCap 385017.76%

Giant 51.71%

Large 18.13%

Medium 26.25%

Micro 0.00%

Small 3.45%

Value & Growth Metrics

Book-Value Growth % 12.07%

Cash-Flow Growth % 14.81%

Dividend Yield % 0.93%

Historical Earnings % 16.04%

Long-Term Earnings % 11.20%

Asset Allocation

Type	Net %	Long %	Short %	Category Average	benchmark
Bond	0.00%	0.00%	0.00%	0.05%	0.00%
Cash	0.46%	0.46%	0.00%	1.79%	0.00%
Non US Stock	11.28%	11.28%	0.00%	4.55%	0.59%
Not Classified	0.00%	0.00%	0.00%	0.02%	0.00%
Other	0.00%	0.00%	0.00%	0.66%	0.00%
US Stock	88.26%	88.26%	0.00%	93.34%	99.41%

Top Holdings

Name	Weight	Owned	Change
Microsoft Corp.	11.60%	-	-
Apple, Inc.	4.58%	-	-
NVIDIA Corp.	10.99%	-	-
Alphabet, Inc., Class A	3.91%	-	-
Visa, Inc., Class A	3.51%	-	-
Accenture plc, Class A	2.72%	-	-
Aon plc, Class A	2.67%	-	-
Church Dwight Co., Inc.	2.53%	-	-
Taiwan Semiconductor Manufacturing Co. Ltd.	4.49%	-	-
Agilent Technologies, Inc.	2.13%	-	-
CMS Energy Corp.	2.15%	-	-
Salesforce, Inc.	2.15%	-	-
Amphenol Corp., Class A	3.83%	-	-
TransUnion	2.45%	-	-

See the full breakdown of MIGKX fund's asset allocation and top holdings .

Sector Weights

Category	Subcategory	Amount %	Category Avg	Stocks %	Benchmark
Bond Sector	Cash and Equivalents	2.16%	91.08%	100.00%	0.00%
Bond Sector	Corporate	2.16%	1.86%	0.00%	0.00%
Bond Sector	Derivative	2.16%	0.00%	0.00%	0.00%
Bond Sector	Government	2.16%	6.49%	0.00%	0.00%
Bond Sector	Municipal	2.16%	0.01%	0.00%	0.00%
Bond Sector	Securitized	2.16%	0.56%	0.00%	0.00%
Cyclical	Basic Materials	1.02%	1.09%	0.00%	1.09%
Cyclical	Consumer Cyclical	7.79%	12.27%	0.00%	10.62%
Cyclical	Financial Services	15.87%	7.68%	0.00%	5.97%
Cyclical	Real Estate	0.11%	0.58%	0.00%	1.42%
Defensive	Consumer Defensive	4.34%	2.52%	0.00%	1.63%
Defensive	Healthcare	11.50%	9.02%	0.00%	5.33%
Defensive	Utilities	2.16%	0.59%	0.00%	0.81%
Sensitive	Communication Services	7.71%	13.97%	0.00%	14.50%
Sensitive	Energy	0.00%	0.92%	0.00%	0.47%
Sensitive	Industrials	9.71%	8.26%	0.00%	8.35%
Sensitive	Technology	39.78%	43.08%	0.00%	49.82%

World Regions

Region	Subregion	Category Average	Stocks Percent	Benchmark
Americas	Latin America	0.35%	-	0.24%
Americas	North America	96.67%	89.54%	99.41%
Greater Asia	Asia Developed	1.30%	3.98%	-
Greater Asia	Asia Emerging	0.19%	2.53%	0.13%
Greater Asia	Australasia	0.00%	-	-
Greater Asia	Japan	0.04%	-	-
Greater Europe	Africa/Middle East	0.03%	-	-
Greater Europe	Europe Developed	1.11%	3.95%	0.16%
Greater Europe	Europe Emerging	-	-	-
Greater Europe	United Kingdom	0.30%	-	0.07%

Dividend History

Date	Amount	Unadjusted Amount	Currency	Declaration Date	Record Date	Payment Date	Period
2024-12-19	$0.201	$0.201	USD	-	-	-	-
2023-12-21	$0.257	$0.257	USD	-	2023-12-20	2023-12-22	Other
2022-12-13	$0.236	$0.236	USD	-	2022-12-12	2022-12-14	Other
2021-12-14	$0.173	$0.173	USD	2021-12-14	2021-12-13	2021-12-15	Other
2020-12-15	$0.146	$0.146	USD	2020-12-15	2020-12-14	2020-12-16	Other
2019-12-17	$0.162	$0.162	USD	2019-12-17	2019-12-17	2019-12-17	Other
2018-12-18	$0.342	$0.342	USD	2018-12-18	2018-12-18	2018-12-18	Other
2017-12-19	$0.314	$0.314	USD	2017-12-19	2017-12-19	2017-12-19	Other
2016-12-20	$0.241	$0.241	USD	2016-12-20	2016-12-20	2016-12-20	Other
2015-12-17	$0.271	$0.271	USD	2015-12-17	2015-12-17	2015-12-17	Other
2014-12-19	$0.989	$0.989	USD	2014-12-18	2014-12-18	2014-12-18	Other
2014-12-18	$0.211	$0.211	USD	-	-	-	-
2013-12-18	$0.396	$0.396	USD	2013-12-17	2013-12-17	2013-12-17	Other
2013-12-17	$0.161	$0.161	USD	-	-	-	-
2012-12-19	$0.196	$0.196	USD	2012-12-18	2012-12-18	2012-12-18	Annual
2011-12-16	$0.133	$0.133	USD	-	2011-12-15	2011-12-15	Annual
2010-12-17	$0.124	$0.124	USD	-	2010-12-16	2010-12-16	Annual
2009-12-18	$0.095	$0.095	USD	-	2009-12-17	2009-12-17	Annual
2008-12-19	$0.115	$0.115	USD	-	2008-12-18	2008-12-18	Annual
2007-12-21	$0.085	$0.085	USD	-	2007-12-20	2007-12-20	Other

View the full dividend history for MIGKX.

MFS Massachusetts Investors Growth Stock Fund Class R4 NMFQS:MIGKX