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Massachusetts Investors Growth Stock Fund Class I: (MF: MGTIX)

(NASDAQ Mutual Funds) As of May 8, 2026 05:59 PM ET

$42.83 USD

-0.29 (-0.67%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Mar 31, 2026

Total Return %* Percentile Rank Objective
YTD -9.28 83
3 months -9.28 83
6 months -8.10 77
1 Year 5.26 88
3 Year 10.36 79
5 Year 7.46 60
10 Year 13.09 33

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 80.71
Bear Market (10/07 - 2/09) -45.09
Bull Market (2/09 - 3/21) 1,115.54

Load Adjusted Returns as of Mar 31, 2026

1 Year 5.26
5 Year 7.46
10 Year 13.09
Since Inception 9.61

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -9.28 NA NA NA
2025 -5.07 8.68 5.39 1.30
2024 8.18 2.63 5.69 -0.61
2023 7.82 8.30 -5.00 12.08
2022 -7.35 -13.80 -7.43 9.55
2021 3.60 8.72 1.04 11.16

Annual Return

20262025202420232022202120202019201820172016
% Total Return -9.2810.1516.6424.34-19.0226.5322.7240.191.0228.976.40
% Total Return Rel to Index -3.81-8.06-8.37-1.90-0.82-2.144.328.705.427.17-5.52
% Total Return Rel to Peer -4.93-2.56-2.751.340.674.472.8011.777.898.29-1.41
% Perf Quintile vs Peer* 4.004.003.003.003.002.003.001.001.001.004.00
% Dividends 0.000.300.200.250.230.170.150.160.340.280.24
% Yield 0.000.600.590.640.630.340.340.421.140.900.94
Capital Gains ($) 0.004.533.521.451.334.382.722.352.451.661.18
Expense Ratio 0.000.460.460.470.460.450.460.470.470.490.49

* 1 = Top 20%, 5 = Bottom 20%