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Name

As of 06/01/2026

Price

Aum/Mkt Cap

YIELD

Annualized forward dividend yield. Multiplies the most recent dividend payout amount by its frequency and divides by the previous close price.

Exp Ratio

Expense ratio is the fund’s total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average net assets.

Watchlist

Massachusetts Investors Growth Stock Fund

MIRGX | Fund

$39.58

$9.55 B

0.13%

$0.05

0.96%

Vitals

YTD Return

0.2%

1 yr return

10.8%

3 Yr Avg Return

12.1%

5 Yr Avg Return

7.9%

Net Assets

$9.55 B

Holdings in Top 10

50.8%

52 WEEK LOW AND HIGH

$39.2
N/A
N/A

Expenses

OPERATING FEES

Expense Ratio 0.96%

SALES FEES

Front Load N/A

Deferred Load N/A

TRADING FEES

Turnover 17.00%

Redemption Fee N/A

Min Investment

Standard (Taxable)

$0

IRA

N/A

Fund Classification

Fund Type

Open End Mutual Fund

Name

As of 06/01/2026

Price

Aum/Mkt Cap

YIELD

Annualized forward dividend yield. Multiplies the most recent dividend payout amount by its frequency and divides by the previous close price.

Exp Ratio

Expense ratio is the fund’s total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average net assets.

Watchlist

Massachusetts Investors Growth Stock Fund

MIRGX | Fund

$39.58

$9.55 B

0.13%

$0.05

0.96%

MIRGX - Profile

Distributions

  • YTD Total Return 0.2%
  • 3 Yr Annualized Total Return 12.1%
  • 5 Yr Annualized Total Return 7.9%
  • Capital Gain Distribution Frequency Annually
  • Net Income Ratio -0.04%
DIVIDENDS
  • Dividend Yield 0.1%
  • Dividend Distribution Frequency Annual

Fund Details

  • Legal Name
    Massachusetts Investors Growth Stock Fund
  • Fund Family Name
    MFS Funds
  • Inception Date
    Oct 31, 2003
  • Shares Outstanding
    N/A
  • Share Class
    R2
  • Currency
    USD
  • Domiciled Country
    US
  • Manager
    Jeffrey Constantino

Fund Description

MFS (Massachusetts Financial Services Company, the fund's investment adviser) 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.

Effective June 10, 2026, the paragraph directly above is restated in its entirety with the following paragraph:

MFS (Massachusetts Financial Services Company, the fund’s investment adviser) normally invests at least 80% of the fund’s net assets in stocks of growth companies. Growth companies are companies that MFS believes have above average earnings growth potential compared to other companies. MFS considers a number of factors when determining a company’s growth potential, including whether (i) the issuer is included in an index that is representative of growth companies; (ii) the issuer is classified as a growth company by an independent third party financial data provider; and/or (iii) the issuer exhibits the characteristics of a growth company, considering metrics such as historical and/or projected growth rates relative to the applicable equity market. Growth companies tend to have stock prices that are high relative to their earnings, dividends, book value, or other financial measures. 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.

Effective June 10, 2026, the following sentence is deleted in its entirety:

MFS focuses on investing the fund’s assets in the stocks of companies it believes to have above average earnings growth potential compared to other companies (growth companies).

While MFS may invest the fund’s assets in securities of companies of any size, MFS primarily invests in securities of companies with large capitalizations.

MFS may invest the fund’s assets in foreign securities.

MFS normally invests the fund's assets across different industries and sectors, but MFS may invest a significant percentage of the fund's assets in issuers in a single industry or sector.

MFS may invest a significant percentage of the fund’s assets in a single issuer or a small number of issuers.

MFS uses an active bottom-up investment approach to buying and selling investments for the fund. Investments are selected primarily based on fundamental analysis of individual issuers. Quantitative screening tools that systematically evaluate issuers may also be considered.

For purposes of the fund's 80% policy, net assets include the amount of any borrowings for investment purposes.

Read More

MIRGX - Performance

Return Ranking - Trailing

Period MIRGX Return Category Return Low Category Return High Rank in Category (%)
YTD 0.2% -10.0% 61.7% 92.84%
1 Yr 10.8% -13.2% 127.7% 88.04%
3 Yr 12.1%* 2.8% 66.8% 94.01%
5 Yr 7.9%* -8.2% 36.6% 85.13%
10 Yr 13.4%* 6.8% 24.6% 81.19%

* Annualized

Return Ranking - Calendar

Period MIRGX Return Category Return Low Category Return High Rank in Category (%)
2025 -1.9% -74.1% 41.2% 77.96%
2024 6.7% -59.2% 52.3% 86.58%
2023 19.1% -15.0% 72.4% 86.53%
2022 -22.7% -85.9% 27.3% 9.17%
2021 13.2% -52.4% 38.7% 34.10%

Total Return Ranking - Trailing

Period MIRGX Return Category Return Low Category Return High Rank in Category (%)
YTD 0.2% -10.0% 61.7% 92.84%
1 Yr 10.8% -13.2% 127.7% 88.04%
3 Yr 12.1%* 2.8% 66.8% 94.01%
5 Yr 7.9%* -8.2% 36.6% 85.13%
10 Yr 13.4%* 6.8% 24.6% 81.19%

* Annualized

Total Return Ranking - Calendar

Period MIRGX Return Category Return Low Category Return High Rank in Category (%)
2025 9.6% -4.9% 49.3% 86.58%
2024 16.0% -31.9% 52.3% 90.21%
2023 23.8% -4.6% 72.4% 89.09%
2022 -19.4% -61.7% 35.0% 8.57%
2021 25.9% -39.8% 40.0% 24.14%

NAV & Total Return History

MIRGX - Holdings

Concentration Analysis

MIRGX Category Low Category High MIRGX % Rank
Net Assets 9.55 B 1.46 M 440 B 23.58%
Number of Holdings 57 2 2946 54.65%
Net Assets in Top 10 5.01 B 1.51 M 203 B 24.78%
Weighting of Top 10 50.75% 10.7% 205.0% 65.13%

Top 10 Holdings

  1. Microsoft Corp. 11.60%
  2. NVIDIA Corp. 10.99%
  3. Apple, Inc. 4.58%
  4. Taiwan Semiconductor Manufacturing Co. Ltd. 4.49%
  5. Alphabet, Inc., Class A 3.91%
  6. Amphenol Corp., Class A 3.83%
  7. Visa, Inc., Class A 3.51%
  8. Accenture plc, Class A 2.72%
  9. Aon plc, Class A 2.67%
  10. TransUnion 2.45%

Asset Allocation

Weighting Return Low Return High MIRGX % Rank
Stocks 		99.81% 0.00% 116.50% 17.73%
Cash 		1.10% 0.00% 173.52% 38.88%
Preferred Stocks 		0.00% 0.00% 24.75% 37.22%
Other 		0.00% -24.61% 25.67% 40.06%
Convertible Bonds 		0.00% 0.00% 1.94% 26.50%
Bonds 		0.00% 0.00% 99.61% 29.68%

Stock Sector Breakdown

Weighting Return Low Return High MIRGX % Rank
Technology 		35.05% 0.00% 65.70% 53.78%
Healthcare 		14.35% 0.00% 39.76% 34.25%
Communication Services 		11.51% 0.00% 66.40% 39.45%
Financial Services 		10.38% 0.00% 43.06% 36.02%
Consumer Cyclical 		10.13% 0.00% 62.57% 84.79%
Consumer Defense 		9.43% 0.00% 25.50% 5.40%
Industrials 		4.74% 0.00% 30.65% 62.32%
Real Estate 		1.94% 0.00% 8.88% 30.32%
Basic Materials 		1.36% 0.00% 18.91% 43.67%
Utilities 		1.11% 0.00% 16.07% 16.00%
Energy 		0.00% 0.00% 41.09% 65.06%

Stock Geographic Breakdown

Weighting Return Low Return High MIRGX % Rank
US 		93.31% 0.00% 116.50% 84.52%
Non US 		6.50% 0.00% 39.07% 3.43%

MIRGX - Expenses

Operational Fees

MIRGX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 0.96% 0.01% 13.08% 46.02%
Management Fee 0.33% 0.00% 1.50% 12.54%
12b-1 Fee 0.50% 0.00% 1.00% 65.57%
Administrative Fee N/A 0.01% 1.02% N/A

Sales Fees

MIRGX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Front Load N/A 2.25% 5.75% N/A
Deferred Load N/A 1.00% 5.00% N/A

Trading Fees

MIRGX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Max Redemption Fee N/A 1.00% 2.00% N/A

Related Fees

Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.

MIRGX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Turnover 17.00% 0.00% 316.74% 19.78%

MIRGX - Distributions

Dividend Yield Analysis

MIRGX Category Low Category High MIRGX % Rank
Dividend Yield 0.13% 0.00% 27.58% 42.21%

Dividend Distribution Analysis

MIRGX Category Low Category High Category Mod
Dividend Distribution Frequency Annual Annual Annual Annual

Net Income Ratio Analysis

MIRGX Category Low Category High MIRGX % Rank
Net Income Ratio -0.04% -6.13% 3.48% 28.36%

Capital Gain Distribution Analysis

MIRGX Category Low Category High Capital Mode
Capital Gain Distribution Frequency Annually Annually Semi-Annually Annually

Distributions History

View More +

MIRGX - Fund Manager Analysis

Managers

Jeffrey Constantino

Start Date

Tenure

Tenure Rank

Nov 16, 2006

15.55

15.6%

Jeffrey C. Constantino is a portfolio manager, and was an equity research analyst for 5 years until he was promoted to his current position at Massachusetts Financial Services Company in 2005. Prior to joining MFS in 2000, he was employed as a financial consultant in mergers and acquisitions for Arthur Andersen LLP. Constantino holds the Chartered Financial Analyst designation and Certified Public Accountant designation.

Joseph Skorski

Start Date

Tenure

Tenure Rank

Jul 01, 2019

2.92

2.9%

Mr. Skorski joined MFS in 2007 and has more than two decades of investment experience. During his tenure at the firm, he has had both equity research analyst and portfolio management responsibilities. He joined the portfolio management team of the MFS® Global Growth Equity and MFS® Global Growth Concentrated Equity strategies in 2018 and previously had portfolio management responsibilities for the firm’s Japan Equity strategy.

Tenure Analysis

Category Low Category High Category Average Category Mode
0.04 54.45 8.24 2.92

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