MIGKX Mutual Fund

MIGKX Mutual Fund

NAV$42.32
See how much of MIGKX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Fund Essentials - as of Jul 31, 2026

Net Assets
$154M
Expense Ratio
0.46%
Dividend Yield (Current)
12.02%
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+1.02%
1 Year+4.24%
3 Year+11.29%
5 Year+6.55%
10 Year+13.75%

Asset Allocation

Stocks: 99.38%
Cash: 0.62%
See how much of MIGKX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free

Top Holdings

View All →
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
Download all 59 holdings for MIGKX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
12.02%
Frequency
Semi-Annually
Latest Distribution
$3.87
-

Peer Comparison

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

MIGKX Mutual Fund Overview

MIGKX Mutual Fund (Massachusetts Investors Growth Stock Fund Class R4) is managed by MFS Investment Management with $154.2M in net assets. MIGKX expense ratio is 0.46%, holding 59 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2005-04-01.

MIGKX performance shows a YTD return of 1.02%. The 1-year return is 4.24% and the 5-year return is 6.55%. MIGKX dividend yield stands at 12.02%, paid semi-annually.

MIGKX 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 MIGKX holdings, MIGKX sectors, or MIGKX dividends.

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