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Massachusetts Investors Growth Stock Fund Class C: (MF: MIGDX)
(NASDAQ Mutual Funds) As of Jun 4, 2025 08:00 PM ET
$31.58 USD
+0.10 (0.32%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -6.64 | 60 |
| 3 months | -8.80 | 44 |
| 6 months | -4.87 | 72 |
| 1 Year | 4.67 | 69 |
| 3 Year | 7.66 | 61 |
| 5 Year | 12.00 | 67 |
| 10 Year | 11.47 | 29 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 71.75 |
| Bear Market (10/07 - 2/09) | -44.59 |
| Bull Market (2/09 - 3/21) | 872.26 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 0.33 |
| 5 Year | 14.89 |
| 10 Year | 11.62 |
| Since Inception | 10.39 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -5.31 | NA | NA | NA |
| 2024 | 7.89 | 2.40 | 5.40 | -0.84 |
| 2023 | 7.57 | 8.04 | -5.25 | 11.82 |
| 2022 | -7.58 | -14.01 | -7.65 | 9.24 |
| 2021 | 3.32 | 8.49 | 0.77 | 10.89 |
| 2020 | -17.95 | 20.44 | 10.31 | 11.47 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -6.64 | 15.47 | 23.13 | -19.83 | 25.26 | 21.51 | 38.82 | 0.05 | 27.65 | 5.33 | -0.73 |
| % Total Return Rel to Index | -1.72 | -9.54 | -3.10 | -1.63 | -3.42 | 3.11 | 7.33 | 4.44 | 5.86 | -6.60 | -2.12 |
| % Total Return Rel to Peer | -1.16 | -3.92 | 0.13 | -0.13 | 3.20 | 1.60 | 10.39 | 6.91 | 6.97 | -2.48 | 0.86 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 3.00 | 3.00 | 3.00 | 1.00 | 1.00 | 2.00 | 4.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.05 | 0.02 | 0.04 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.21 | 0.11 | 0.21 |
| Capital Gains ($) | 0.00 | 3.52 | 1.45 | 1.33 | 4.38 | 2.72 | 2.35 | 2.45 | 1.66 | 1.18 | 1.29 |
| Expense Ratio | 0.00 | 1.45 | 1.47 | 1.46 | 1.45 | 1.46 | 1.47 | 1.47 | 1.49 | 1.49 | 1.49 |
* 1 = Top 20%, 5 = Bottom 20%