Nasdaq - Delayed Quote USD

MFS Massachusetts Inv Gr Stk R2 (MIRGX)

39.15 +0.42 (+1.08%)
At close: 6:05 PM EDT
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DELL
  • Previous Close 38.73
  • YTD Return 8.03%
  • Expense Ratio 0.46%
  • Category Large Growth
  • Last Cap Gain 47.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 12.77B
  • Beta (5Y Monthly) 1.01
  • Yield 0.05%
  • 5y Average Return --
  • Holdings Turnover 20.00%
  • Last Dividend 0.02
  • Inception Date Jan 2, 1997

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

12.77B

Net Assets

1997-01-02

Inception Date

Performance Overview: MIRGX

Trailing returns as of 4/30/2024. Category is Large Growth.

YTD Return

MIRGX
8.03%
Category
12.38%
 

1-Year Return

MIRGX
24.14%
Category
41.70%
 

3-Year Return

MIRGX
9.43%
Category
22.56%
 

5-Year Return

MIRGX
14.47%
Category
21.98%
 

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Holdings: MIRGX

Top 10 Holdings (45.25% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 13.97%
GOOGL
Alphabet Inc. 5.15%
AAPL
Apple Inc. 4.71%
V
Visa Inc. 4.49%
NVDA
NVIDIA Corporation 3.90%
ACN
Accenture plc 3.34%
APH
Amphenol Corporation 2.61%
AON
Aon plc 2.44%
CHD
Church & Dwight Co., Inc. 2.35%
A
Agilent Technologies, Inc. 2.29%

Sector Weightings

SectorMIRGX
Technology   38.56%
Healthcare   13.00%
Industrials   7.82%
Real Estate   1.66%
Utilities   0.70%
Energy   0.00%

Recent News: MIRGX

Research Reports: MIRGX

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