MFS Massachusetts Investors Growth Stock Fund
MIGHX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Boston, MA 2199 Boston MA United States of America 2199
- IPO Date
- Mar 31, 2005
- CIK
- 0000063090
- Website
- mfs.com
- Similar Companies
- Business
- MFS Massachusetts Investors Growth Stock Fund (MIGHX) is an open-end mutual fund managed by MFS Investment Management that seeks capital appreciation by investing primarily in high-quality large-cap growth stocks of companies with durable competitive advantages. The fund normally invests at least 80% of its net assets in common stocks and other equity securities, focusing on U.S.-based issuers with above-average earnings growth potential; it maintains a concentrated portfolio of approximately 51 holdings, with over 50% typically in its top 10 positions including Microsoft Corp., NVIDIA Corp., Apple Inc., Visa Inc., and Amphenol Corp.; sector allocations emphasize information technology (45.64%), financials (12.64%), and health care (11.05%), with approximately 89% exposure to U.S. companies, complemented by minor positions in Canada, Taiwan, China, and France. MIGHX represents the R3 share class of the broader fund family, which offers multiple share classes such as Class A (MIGFX), Class I (MGTIX), and others, each with varying expense ratios (net expense ratio of 0.71% for MIGFX) and sales charges (up to 5.75% maximum for Class A). Established in 1935 and headquartered in Boston, Massachusetts, the fund operates globally through its equity investments while targeting individual and institutional investors seeking long-term growth; portfolio managers Jeffrey C. Constantino (since 2006) and Joseph Skorski (since 2019) employ a patient, contrarian approach with strong valuation discipline and a long-term horizon, benchmarking against the Russell 1000 Growth Index. As of October 31, 2025, the fund manages net assets of approximately $12.01 billion, with a weighted average market capitalization of $1,593.6 billion, portfolio turnover of 20.13%, and active share of 62.90% relative to its benchmark. Recent distributions include significant long-term capital gains payouts in December 2024 ($3.30240 per share) and July 2025 ($0.32709 per share), alongside short-term capital gains and dividends, reflecting active portfolio management and realized gains amid market volatility. The fund has maintained its core strategy without major strategic shifts, acquisitions, partnerships, or new product launches announced in 2024 or 2025, continuing to prioritize resilient growth companies through ongoing rebalancing and holdings adjustments as evidenced by updated top holdings and sector weights as of October 2025.