MFS Massachusetts Investors Growth Stock Fund
MFS Massachusetts Investors Growth Stock Fund · Series S000000695 · 9 share classes
data updated 2026-09-08
Fund profile
As filed in the prospectus · 2026 Q1
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.
| Share class | Expense ratio |
|---|---|
| MIGFX | 0.71% |
| MIGHX | 0.71% |
| MIGKX | 0.46% |
| MIGBX | 1.46% |
| MIGDX | 1.46% |
| MGTIX | 0.46% |
| MIGMX | 1.46% |
| MIRGX | 0.96% |
| MIGNX | 0.37% |
Portfolio turnover 21.00% · as of 2026 Q1
Allocation
Asset groups · long / short shown separately, never netted · 2026 Q2
| Stocks | 99.39% |
| Cash & short-term | 0.87% |
Latest quarter
What changed since the fund's previous filing
Return profile
Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026
| Share class | 1-year | 3-year | 5-year | Vol | Worst fall |
|---|---|---|---|---|---|
| +14.28% | +41.35% | +42.42% | 12.98% | -10.33% | |
| +14.28% | +41.37% | +42.40% | 12.97% | -10.31% | |
| +14.57% | +42.49% | +44.24% | 13.00% | -10.24% | |
| +13.40% | +38.24% | +37.22% | 12.96% | -10.59% | |
| +13.43% | +38.21% | +37.14% | 12.96% | -10.59% | |
| +14.58% | +42.50% | +44.26% | 12.96% | -10.20% | |
| +13.41% | +38.20% | +37.15% | 12.96% | -10.60% | |
| +14.01% | +40.34% | +40.66% | 12.97% | -10.39% | |
| +14.68% | +42.83% | +44.89% | 12.96% | -10.16% |
These classes hold the same portfolio, so the 7.75pp spread over 5 years is the cost difference between them — roughly 1.55pp a year — not a difference in what they own.
May 2026 has been filed since the trailing figures were struck, so it is not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.
Holdings
By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page
| Ticker | Issuer | %NAV | Reported price | Value | Shares |
|---|---|---|---|---|---|
| NVDA | NVIDIA Corp.NVDA | 12.73% | $211.14 | $1.18B | 5.6M |
| MSFT | Microsoft Corp.MSFT | 9.51% | $450.24 | $877.40M | 1.9M |
| GOOGL | Alphabet, Inc.GOOGL | 5.84% | $380.34 | $539.28M | 1.4M |
| AAPL | Apple, Inc.AAPL | 5.26% | $312.06 | $485.27M | 1.6M |
| AMZN | Amazon.com, Inc.AMZN | 4.76% | $270.64 | $439.10M | 1.6M |
| TSM | Taiwan Semiconductor Manufacturing Co. Ltd.TSM | 4.09% | $418.45 | $377.61M | 902.4K |
| V | Visa, Inc.V | 3.48% | $326.36 | $321.17M | 984.1K |
| APH | Amphenol Corp.APH | 3.31% | $148.76 | $305.44M | 2.1M |
| — | Aon plc | 2.44% | $316.06 | $225.61M | 713.8K |
| MCO | Moody's Corp.MCO | 2.39% | $453.25 | $220.38M | 486.2K |
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.
Top 10 positions are 53.80% of net assets, top 25 81.79%, across 55 issuers.
See more of this fund's book
More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.
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