MFS Massachusetts Investors Growth Stock Fund
Actively managed U.S. stock fund
As of its 2026 Q2 report, MFS Massachusetts Investors Growth Stock Fund held 55 positions with $9.23B in net assets. Its ten largest holdings made up 53.8% of the fund. The MIGFX share class costs 0.71% a year. Over the 12 months to May 2026, MIGFX returned 10.0%, with dividends reinvested. In 2026 Q2 it added 1 new positions and exited 3.
The funds investment objective is to seek capital appreciation.
The fund invests at least 80% of assets in stocks of growth companies, which MFS identifies through inclusion in growth indices, third-party classification, or characteristics such as above-average historical or projected earnings growth relative to the market. The manager employs a bottom-up fundamental analysis of individual issuers, supported by quantitative screening tools. The fund may invest significantly in a single issuer or small number of issuers, and may concentrate a substantial portion of assets in one industry or sector.
What you own
| Company | Weight | Value | Shares | Reported price |
|---|---|---|---|---|
NVDANVIDIA Corp. | 12.73% | $1.18B | 5.6M | $211.14 |
MSFTMicrosoft Corp. | 9.51% | $877.40M | 1.9M | $450.24 |
GOOGLAlphabet, Inc. | 5.84% | $539.28M | 1.4M | $380.34 |
AAPLApple, Inc. | 5.26% | $485.27M | 1.6M | $312.06 |
AMZNAmazon.com, Inc. | 4.76% | $439.10M | 1.6M | $270.64 |
TSMTaiwan Semiconductor Manufacturing Co. Ltd. | 4.09% | $377.61M | 902.4K | $418.45 |
3.48% | $321.17M | 984.1K | $326.36 | |
3.31% | $305.44M | 2.1M | $148.76 | |
Aon plc | 2.44% | $225.61M | 713.8K | $316.06 |
2.39% | $220.38M | 486.2K | $453.25 |
Reported price is the fund's own reported value divided by its own reported shares at 2026-05-31 — not a live quote, and not what the fund paid.
All 55 holdings, with the share counts as filed, open with a free account.
What the fund is made of
Percentages are of fund net assets. Rounding, liabilities and short positions can make totals differ from 100%.
| Stocks | 99.39% |
| Cash & short-term | 0.87% |
By sector
- Information Technology
- 33.8%
- International
- 15.0%
- Financials
- 13.1%
- Health Care
- 9.5%
- 8 other sectors
- 28.6%
- Information Technology
- 33.8%
- International
- 15.0%
- Financials
- 13.1%
- Health Care
- 9.5%
- Consumer Discretionary
- 8.9%
- Industrials
- 7.7%
- Communication Services
- 5.9%
- Consumer Staples
- 2.3%
- Utilities
- 2.0%
- Materials
- 0.9%
- Cash
- 0.9%
- Real Estate
- 0.1%
How it has done
MIGFX share class · total returns with dividends reinvested
Volatility over the last 12 months: 11.93%. Past returns are a record, not a forecast.
The 9 share classes hold the same portfolio
| Share class | Expense ratio | 1 year | 3 years | 5 years | Worst fall |
|---|---|---|---|---|---|
| 0.71% | +9.99% | +44.01% | +45.96% | -10.33% | |
| 0.71% | +10.01% | +44.05% | +45.99% | -10.31% | |
| 0.46% | +10.27% | +45.17% | +47.86% | -10.24% | |
| 1.46% | +9.13% | +40.81% | +40.63% | -10.59% | |
| 1.46% | +9.14% | +40.82% | +40.53% | -10.59% | |
| 0.46% | +10.28% | +45.18% | +47.87% | -10.20% | |
| 1.46% | +9.14% | +40.79% | +40.60% | -10.60% | |
| 0.96% | +9.72% | +43.01% | +44.17% | -10.39% | |
| 0.37% | +10.38% | +45.53% | +48.50% | -10.16% |
These classes hold the same portfolio, so the 7.97pp spread over 5 years is the cost difference between them — roughly 1.59pp a year — not a difference in what they own.
Fees & fund details
MFS Massachusetts Investors Growth Stock Fund is an actively managed U.S. equity fund. 26% of MIGFX’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 82% of the fund’s equity).
- Asset class
- Equity
- Region
- United States
- Management
- Actively managed
- Fund type
- Open-end fund
- Expense ratio, by class
- 0.37% – 1.46%· MIGFX 0.71%
- Portfolio turnover
- 21.00% a year · as of 2026 Q1
Turnover is how much of the portfolio was replaced in a year.
Classified from what the fund holds, not from its name · 2026 Q2. The summary is a paraphrase of the prospectus; the objective is verbatim.
What changed this quarter
Positions that entered or left the fund since its previous filing. Positions that were only resized are not listed.
1 new
3 exited
Understand how this fund fits with the rest.
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