Nasdaq - Delayed Quote USD

MFS Massachusetts Inv Gr Stk R2 (MIRGX)

36.95
-1.60
(-4.15%)
As of 8:06:39 AM EDT. Market Open.
Loading Chart for MIRGX
  • Previous Close 38.55
  • YTD Return -5.19%
  • Expense Ratio 0.96%
  • Category Large Growth
  • Last Cap Gain 58.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 11.55B
  • Beta (5Y Monthly) 0.98
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 19.00%
  • Last Dividend 0.02
  • Inception Date Apr 1, 2005

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).

MFS

Fund Family

Large Growth

Fund Category

11.55B

Net Assets

2005-04-01

Inception Date

Performance Overview: MIRGX

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Trailing returns as of 4/2/2025. Category is Large Growth.

YTD Return

MIRGX
5.19%
Category
12.38%
 

1-Year Return

MIRGX
1.85%
Category
41.70%
 

3-Year Return

MIRGX
5.83%
Category
22.56%
 

5-Year Return

MIRGX
15.47%
Category
21.98%
 

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Holdings: MIRGX

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Sector Weightings

SectorMIRGX
Technology   38.16%
Healthcare   11.78%
Industrials   7.32%
Utilities   2.17%
Real Estate   1.92%
Energy   0.00%

Recent News: MIRGX

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Research Reports: MIRGX

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