MIGHX Mutual Fund

MIGHX Mutual Fund (Massachusetts Investors Growth Stock Fund Class R3) is managed by MFS Investment Management with $276.3M in net assets. MIGHX expense ratio is 0.71%, holding 59 positions across sectors including Information Technology, Health Care, Communication Services. Inception date: 2005-04-01.

MIGHX performance shows a YTD return of -0.83%. The 1-year return is 2.92% and the 5-year return is 6.39%. MIGHX dividend yield stands at 12.18%, paid semi-annually.

MIGHX top holdings include Nvidia Corp (13.3%), Alphabet Inc,class A (10.2%), Broadcom Inc (4.8%), Taiwan Semiconductor Manufacturing Co Ltd (4.8%), Amphenol Corp. Class A (4.0%). Go to all MIGHX holdings, MIGHX sectors, or MIGHX dividends.

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