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Massachusetts Investors Growth Stock Fund Class R3: (MF: MIGHX)
(NASDAQ Mutual Funds) As of May 21, 2024 08:00 PM ET
$42.67 USD
+0.06 (0.14%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 3.27 | 71 |
| 3 months | 2.17 | 80 |
| 6 months | 17.87 | 79 |
| 1 Year | 17.34 | 61 |
| 3 Year | 5.73 | 38 |
| 5 Year | 12.67 | 26 |
| 10 Year | 13.03 | 14 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -44.15 |
| Bull Market (2/09 - 3/21) | 891.86 |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 24.44 |
| 5 Year | 14.75 |
| 10 Year | 13.54 |
| Since Inception | 11.32 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 8.10 | NA | NA | NA |
| 2023 | 7.78 | 8.24 | -5.06 | 12.00 |
| 2022 | -7.42 | -13.83 | -7.49 | 9.44 |
| 2021 | 3.51 | 8.68 | 0.95 | 11.11 |
| 2020 | -17.82 | 20.69 | 10.50 | 11.70 |
| 2019 | 17.61 | 5.60 | 3.03 | 9.28 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 3.27 | 24.06 | -19.24 | 26.19 | 22.43 | 39.86 | 0.77 | 28.64 | 6.11 | 0.00 | 11.50 |
| % Total Return Rel to Index | -2.77 | -2.18 | -1.03 | -2.48 | 4.03 | 8.37 | 5.16 | 6.85 | -5.82 | -1.39 | -2.14 |
| % Total Return Rel to Peer | -1.55 | 1.06 | 0.45 | 4.13 | 2.51 | 11.43 | 7.63 | 7.97 | -1.70 | 1.59 | 3.29 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 3.00 | 2.00 | 3.00 | 1.00 | 1.00 | 1.00 | 4.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.14 | 0.14 | 0.07 | 0.05 | 0.08 | 0.26 | 0.24 | 0.18 | 0.20 | 0.15 |
| % Yield | 0.00 | 0.34 | 0.40 | 0.15 | 0.13 | 0.22 | 0.91 | 0.80 | 0.72 | 0.82 | 0.58 |
| Capital Gains ($) | 0.00 | 1.45 | 1.33 | 4.38 | 2.72 | 2.35 | 2.45 | 1.66 | 1.18 | 1.29 | 0.78 |
| Expense Ratio | 0.00 | 0.72 | 0.71 | 0.70 | 0.71 | 0.72 | 0.72 | 0.74 | 0.74 | 0.74 | 0.74 |
* 1 = Top 20%, 5 = Bottom 20%