MIGDX Mutual Fund

MIGDX Mutual Fund (Massachusetts Investors Growth Stock Fund Class C) is managed by MFS Investment Management with $39.0M in net assets. MIGDX expense ratio is 1.46%, holding 57 positions across sectors including Information Technology, Health Care, Financials. Inception date: 1997-11-03.

MIGDX performance shows a YTD return of -1.27%. The 1-year return is 2.14% and the 5-year return is 5.60%. MIGDX dividend yield stands at 14.52%, paid semi-annually.

MIGDX top holdings include Microsoft Corp (11.6%), Nvidia Corp. (11.0%), Apple, Inc (4.6%), Taiwan Semiconductor - Adr (4.5%), Alphabet Inc Common Stock USD 0.001 (3.9%). Go to all MIGDX holdings, MIGDX sectors, or MIGDX dividends.

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