Mfs Massachusetts Investors Growth Stock Fund Class R2 (MIRGX) Fund Details & Analysis

Fund Information

Fund Category Large Growth

Fund Family MFS

Fund Style Large Blend

ISIN US5757198776

CUSIP 575719877

Inception Date -

Domicile -

Country USA

Fiscal Year End -

NAV Chart

Fund Metrics

Net Assets $7.28 Billion

Share Class Net Assets $-

Expense Ratio 0.96%

Expense Ratio Date -

Dividend Yield 0.00%

Morning Star Rating -

Morning Star Risk Rating -

Morning Star Category -

Performance

YTD Return -%

1-Year Return 8.64%

3-Year Return 11.52%

5-Year Return 7.41%

NAV $38.51

Previous Close Price $38.61

Last Update 2026-03-31

Dividend Information

Dividend Yield 0.00%

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 R2

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%	-	-
Mastercard, Inc., Class A	2.48%	-	-
Hubbell, Inc.	2.26%	-	-
TransUnion	2.45%	-	-

See the full breakdown of MIRGX 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	$0.000	$0.000	None	-	-	-	-
2024-07-31	$0.000	$0.000	None	-	-	-	-
2023-12-21	$0.021	$0.021	USD	-	2023-12-20	2023-12-22	Other
2022-12-13	$0.063	$0.063	USD	-	2022-12-12	2022-12-14	Other
2022-07-29	$0.000	$0.000	None	-	-	-	-
2021-12-14	$0.000	$0.000	None	-	-	-	-
2021-06-30	$0.000	$0.000	None	-	-	-	-
2020-12-15	$0.000	$0.000	None	-	-	-	-
2020-06-30	$0.000	$0.000	None	-	-	-	-
2019-12-17	$0.000	$0.000	None	-	-	-	-
2019-06-28	$0.000	$0.000	None	-	-	-	-
2018-12-18	$0.149	$0.149	USD	2018-12-18	2018-12-18	2018-12-18	Other
2017-12-19	$0.170	$0.170	USD	2017-12-19	2017-12-19	2017-12-19	Other
2016-12-20	$0.123	$0.123	USD	2016-12-20	2016-12-20	2016-12-20	Other
2015-12-17	$0.145	$0.145	USD	2015-12-17	2015-12-17	2015-12-17	Other
2014-12-19	$0.876	$0.876	USD	2014-12-18	2014-12-18	2014-12-18	Other
2014-12-18	$0.098	$0.098	USD	-	-	-	-
2013-12-18	$0.306	$0.306	USD	2013-12-17	2013-12-17	2013-12-17	Other
2013-12-17	$0.071	$0.071	USD	-	-	-	-
2012-12-19	$0.124	$0.124	USD	2012-12-18	2012-12-18	2012-12-18	Annual
2012-12-18	$0.124	$0.000	None	-	-	-	-
2011-12-16	$0.068	$0.068	USD	-	2011-12-15	2011-12-15	Annual
2011-12-15	$0.068	$0.000	None	-	-	-	-
2010-12-17	$0.064	$0.064	USD	-	2010-12-16	2010-12-16	Annual
2010-12-16	$0.064	$0.000	None	-	-	-	-
2009-12-18	$0.038	$0.038	USD	-	2009-12-17	2009-12-17	Annual
2009-12-17	$0.039	$0.000	None	-	-	-	-
2008-12-19	$0.054	$0.054	USD	-	2008-12-18	2008-12-18	Annual
2008-12-18	$0.054	$0.000	None	-	-	-	-
2007-12-21	$0.060	$0.060	USD	-	2007-12-20	2007-12-20	Quarterly
2007-12-20	$0.060	$0.000	None	-	-	-	-
2004-12-17	$0.080	$0.080	USD	-	2004-12-16	2004-12-16	Other
2004-12-16	$0.080	$0.000	None	-	-	-	-

View the full dividend history for MIRGX.

MFS Massachusetts Investors Growth Stock Fund Class R2 NMFQS:MIRGX