Nasdaq - Delayed Quote USD

MFS Massachusetts Inv Gr Stk R6 (MIGNX)

45.15 -0.06 (-0.13%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 9.83%
5y Average Return 14.91%
Number of Years Up 10
Number of Years Down 1
Best 1Y Total Return (May 16, 2024) 40.35%
Worst 1Y Total Return (May 16, 2024) --
Best 3Y Total Return 40.35%
Worst 3Y Total Return 6.13%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MIGNX
Category
YTD
3.38%
12.38%
1-Month
-4.45%
5.09%
3-Month
2.24%
10.28%
1-Year
17.73%
41.70%
3-Year
6.09%
22.56%
5-Year
13.05%
21.98%
10-Year
13.43%
15.99%
Last Bull Market
23.54%
25.99%
Last Bear Market
-13.79%
-17.29%

Annual Total Return (%) History

Year
MIGNX
Category
2024
--
--
2023
24.46%
--
2022
-18.95%
--
2021
26.66%
--
2020
22.84%
35.86%
2019
40.35%
31.90%
2018
1.10%
-2.09%
2017
29.13%
27.67%

2016
6.51%
3.23%
2015
0.32%
3.60%
2014
11.89%
10.00%
2013
30.63%
33.92%
2012
--
15.34%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.20% -- -- --
2023 7.84% 8.35% -5.00% 12.12%
2022 -7.34% -13.79% -7.39% 9.56%
2021 3.63% 8.76% 1.04% 11.22%
2020 -17.74% 20.80% 10.59% 11.80%
2019 17.71% 5.74% 3.12% 9.36%
2018 1.99% 3.64% 8.34% -11.72%
2017 9.29% 5.68% 3.88% 7.63%
2016 3.48% 0.78% 4.07% -1.85%
2015 1.71% -0.35% -6.57% 5.93%

2014 0.94% 3.91% -0.86% 7.60%
2013 8.74% 1.97% 7.39% 9.70%
2012 7.43% 0.98% -- --

Rank in Category (By Total Return)

YTD 84
1-Month 38
3-Month 80
1-Year 94
3-Year 38
5-Year 52

Load Adjusted Returns

1-Year 17.73%
3-Year 6.09%
5-Year 13.05%
10-Year 13.43%

Performance & Risk

YTD Return 9.83%
5y Average Return 14.91%
Rank in Category (ytd) 84
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family MFS
Net Assets 12.04B
YTD Return 3.38%
Yield 0.67%
Morningstar Rating
Inception Date Apr 01, 2005

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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