Nasdaq - Delayed Quote USD
MFS Massachusetts Inv Gr Stk R3 (MIGHX)
39.43
+0.24
+(0.61%)
At close: 8:01:39 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -4.87% |
| 5y Average Return | 13.38% |
| Number of Years Up | 16 |
| Number of Years Down | 3 |
| Best 1Y Total Return (May 5, 2025) | 39.85% |
| Worst 1Y Total Return (May 5, 2025) | -- |
| Best 3Y Total Return | 39.85% |
| Worst 3Y Total Return | 5.25% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
MIGHX
Category
- YTD
- -6.42%
- 12.38%
- 1-Month
- -1.35%
- 5.09%
- 3-Month
- -8.64%
- 10.28%
- 1-Year
- 5.44%
- 41.70%
- 3-Year
- 8.46%
- 22.56%
- 5-Year
- 12.85%
- 21.98%
- 10-Year
- 12.31%
- 15.99%
- Last Bull Market
- 15.33%
- 25.99%
- Last Bear Market
- -13.83%
- -17.29%
Annual Total Return (%) History
Year
MIGHX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -5.14% | -- | -- | -- |
| 2024 | 8.11% | 2.60% | 5.60% | -0.65% |
| 2023 | 7.78% | 8.25% | -5.06% | 12.01% |
| 2022 | -7.43% | -13.83% | -7.49% | 9.44% |
| 2021 | 3.51% | 8.68% | 0.95% | 11.12% |
| 2020 | -17.82% | 20.69% | 10.51% | 11.71% |
| 2019 | 17.62% | 5.61% | 3.03% | 9.27% |
| 2018 | 1.93% | 3.53% | 8.27% | -11.79% |
| 2017 | 9.19% | 5.61% | 3.76% | 7.54% |
| 2016 | 3.38% | 0.68% | 4.00% | -1.96% |
| 2015 | 1.65% | -0.45% | -6.67% | 5.86% |
| 2014 | 0.84% | 3.85% | -0.97% | 7.51% |
| 2013 | 8.65% | 1.87% | 7.26% | 9.64% |
| 2012 | 14.55% | -5.78% | 7.35% | 0.90% |
| 2011 | 3.56% | 2.80% | -12.14% | 8.33% |
| 2010 | 3.37% | -11.59% | 10.82% | 12.87% |
| 2009 | -3.35% | 16.68% | 14.67% | 8.67% |
| 2008 | -8.43% | -0.93% | -8.79% | -23.75% |
| 2007 | -0.29% | 7.64% | 3.92% | -0.09% |
| 2006 | 3.74% | -4.73% | 3.47% | 5.11% |
| 2005 | 3.90% | 2.39% | -- | -- |
Rank in Category (By Total Return)
| YTD | 33 |
| 1-Month | 96 |
| 3-Month | 22 |
| 1-Year | 91 |
| 3-Year | 93 |
| 5-Year | 72 |
Load Adjusted Returns
| 1-Year | 5.44% |
| 3-Year | 8.46% |
| 5-Year | 12.85% |
| 10-Year | 12.31% |
Performance & Risk
| YTD Return | -4.87% |
| 5y Average Return | 13.38% |
| Rank in Category (ytd) | 33 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.99 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Growth |
| Fund Family | MFS |
| Net Assets | 11.3B |
| YTD Return | -6.42% |
| Yield | 0.24% |
| Morningstar Rating | |
| Inception Date | Jan 02, 1997 |
Fund Summary
The fund normally invests at least 80% of the fund's net assets in stocks. Stocks include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. The advisor focuses on investing the fund's assets in the stocks of companies its advisor believes to have above average earnings growth potential compared to other companies (growth companies).
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