MIGBX Mutual Fund

MIGBX Mutual Fund (Massachusetts Investors Growth Stock Fund Class B) is managed by MFS Investment Management with $2.4M in net assets. MIGBX expense ratio is 1.46%, holding 59 positions across sectors including Information Technology, Health Care, Communication Services. Inception date: 1993-09-07.

MIGBX performance shows a YTD return of -1.25%. The 1-year return is 2.14% and the 5-year return is 5.60%. MIGBX dividend yield stands at 14.33%, paid semi-annually.

MIGBX top holdings include Nvidia Corp. (13.3%), Alphabet Inc.Class A (10.2%), Broadcom Inc (4.8%), Taiwan Semiconductor - Adr (4.8%), Amphenol Corp. Class A (4.0%). Go to all MIGBX holdings, MIGBX sectors, or MIGBX dividends.

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