MIGMX Mutual Fund

MIGMX Mutual Fund (Massachusetts Investors Growth Stock Fund Class R1) is managed by MFS Investment Management with $8.0M in net assets. MIGMX expense ratio is 1.46%, holding 57 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2005-04-01.

MIGMX performance shows a YTD return of -1.27%. The 1-year return is 2.13% and the 5-year return is 5.59%. MIGMX dividend yield stands at 14.96%, paid semi-annually.

MIGMX 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 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.