MGTIX Mutual Fund
MGTIX Mutual Fund
Massachusetts Investors Growth Stock Fund Class I
MGTIX Mutual Fund Overview
MGTIX Mutual Fund (Massachusetts Investors Growth Stock Fund Class I) is managed by MFS Investment Management with $1.47B in net assets. MGTIX expense ratio is 0.46%, holding 57 positions across sectors including Information Technology, Unknown, Health Care. Inception date: 1997-01-02.
MGTIX performance shows a YTD return of -3.02%. The 1-year return is 3.56% and the 5-year return is 7.10%. MGTIX dividend yield stands at 11.42%, paid annually.
MGTIX top holdings include Microsoft Corp 4.100 Feb 06 37 (11.6%), Nvidia Corp (11.0%), Apple Inc (4.6%), Taiwan Semi. Mfg. Co., Adr (4.5%), 'alphabet Inc., Class 'a'' (3.9%). View all MGTIX holdings, sector breakdown, or dividend history.
MGTIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MGTIX alternatives are available via the screener, along with tax-loss harvesting opportunities.