MIGHX Mutual Fund

MIGHX Mutual Fund (Massachusetts Investors Growth Stock Fund Class R3) is managed by MFS Investment Management with $288.3M in net assets. MIGHX expense ratio is 0.71%, holding 57 positions across sectors including Information Technology, Health Care, Financials. 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 11.04%, paid semi-annually.

MIGHX 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 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.