MGTIX Mutual Fund

MGTIX Mutual Fund (Massachusetts Investors Growth Stock Fund Class I) is managed by MFS Investment Management with $1.46B in net assets. MGTIX expense ratio is 0.46%, holding 59 positions across sectors including Information Technology, Health Care, Financials. Inception date: 1997-01-02.

MGTIX performance shows a YTD return of 1.03%. The 1-year return is 4.25% and the 5-year return is 6.55%. MGTIX dividend yield stands at 11.59%, paid semi-annually.

MGTIX top holdings include Nvidia Corp (14.1%), Alphabet Inc,class A (10.0%), Broadcom Inc (4.8%), Taiwan Semiconductor - Adr (4.0%), Visa Inc Class A (3.9%). Go to all MGTIX holdings, MGTIX sectors, or MGTIX dividends.

MGTIX can be compared against other funds. Use MGTIX overlap to find shared positions, or MGTIX vs another fund for a side-by-side view. MGTIX alternatives are available via the screener, along with tax-loss harvesting opportunities.