MIRGX Mutual Fund

MIRGX Mutual Fund (Massachusetts Investors Growth Stock Fund Cl R2) is managed by MFS Investment Management with $39.8M in net assets. MIRGX expense ratio is 0.96%, holding 59 positions across sectors including Information Technology, Health Care, Communication Services. Inception date: 2003-10-31.

MIRGX performance shows a YTD return of -0.99%. The 1-year return is 2.65% and the 5-year return is 6.13%. MIRGX dividend yield stands at 11.03%, paid semi-annually.

MIRGX top holdings include Nvidia Corp. (13.3%), Alphabet Inc.Class A (10.2%), Broadcom Inc (4.8%), Taiwan Semiconductor - Adr (4.8%), Amphenol Corp. Class A (4.0%). Go to all MIRGX holdings, MIRGX sectors, or MIRGX dividends.

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