MIGHX Mutual Fund

MIGHX Mutual Fund

NAV$40.58
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Fund Essentials - as of Jul 31, 2026

Net Assets
$275M
Expense Ratio
0.71%
Dividend Yield (Current)
12.18%
Holdings
59
Inception Date
Apr 1, 2005
Fund Family
MFS Investment Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Semi-Annually

Performance

YTD+0.86%
1 Year+3.98%
3 Year+11.01%
5 Year+6.29%
10 Year+13.47%

Asset Allocation

Stocks: 99.38%
Cash: 0.62%
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Top Holdings

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TickerNameWeight
NVDANvidia Corp14.09%
GOOGLAlphabet Inc,class A9.99%
AVGOBroadcom Inc4.84%
TSM:TWTaiwan Semiconductor - Adr3.96%
VVisa Inc Class A3.91%
Top 10 Concentration: 51.55%Report Date: Jul 31, 2026
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Dividend Summary

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Dividend Yield (Current)
12.18%
Frequency
Semi-Annually
Latest Distribution
$3.77
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

MIGHX Mutual Fund Overview

MIGHX Mutual Fund (Massachusetts Investors Growth Stock Fund Class R3) is managed by MFS Investment Management with $274.7M in net assets. MIGHX expense ratio is 0.71%, holding 59 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2005-04-01.

MIGHX performance shows a YTD return of 0.86%. The 1-year return is 3.98% and the 5-year return is 6.29%. MIGHX dividend yield stands at 12.18%, paid semi-annually.

MIGHX 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 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.