MIGMX Mutual Fund

MIGMX Mutual Fund (Massachusetts Investors Growth Stock Fund Class R1) is managed by MFS Investment Management with $7.7M in net assets. MIGMX expense ratio is 1.46%, holding 59 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2005-04-01.

MIGMX performance shows a YTD return of 0.34%. The 1-year return is 3.19% and the 5-year return is 5.49%. MIGMX dividend yield stands at 16.61%, paid semi-annually.

MIGMX 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 MIGMX holdings, MIGMX sectors, or MIGMX dividends.

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