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Massachusetts Investors Growth Stock Fund Class A: (MF: MIGFX)
(NASDAQ Mutual Funds) As of Jun 18, 2025 08:00 PM ET
$42.01 USD
-0.09 (-0.21%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of May 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -0.75 | 66 |
| 3 months | -1.78 | 69 |
| 6 months | -3.06 | 49 |
| 1 Year | 6.54 | 69 |
| 3 Year | 10.59 | 54 |
| 5 Year | 12.93 | 55 |
| 10 Year | 12.79 | 19 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 77.58 |
| Bear Market (10/07 - 2/09) | -45.34 |
| Bull Market (2/09 - 3/21) | 993.73 |
Load Adjusted Returns as of May 31, 2025
| 1 Year | -3.45 |
| 5 Year | 14.47 |
| 10 Year | 11.84 |
| Since Inception | 10.58 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -5.12 | NA | NA | NA |
| 2024 | 8.10 | 2.58 | 5.62 | -0.68 |
| 2023 | 7.78 | 8.23 | -5.06 | 12.03 |
| 2022 | -7.40 | -13.85 | -7.50 | 9.46 |
| 2021 | 3.52 | 8.67 | 0.96 | 11.10 |
| 2020 | -17.81 | 20.69 | 10.49 | 11.70 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -0.75 | 16.33 | 24.08 | -19.23 | 26.19 | 22.43 | 39.91 | 0.76 | 28.67 | 6.15 | -0.02 |
| % Total Return Rel to Index | -1.82 | -8.69 | -2.16 | -1.03 | -2.49 | 4.03 | 8.42 | 5.16 | 6.88 | -5.78 | -1.41 |
| % Total Return Rel to Peer | -1.15 | -3.06 | 1.08 | 0.46 | 4.13 | 2.51 | 11.49 | 7.62 | 8.00 | -1.66 | 1.57 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 3.00 | 2.00 | 3.00 | 1.00 | 1.00 | 1.00 | 4.00 | 3.00 |
| % Dividends | 0.00 | 0.10 | 0.16 | 0.14 | 0.07 | 0.05 | 0.08 | 0.27 | 0.24 | 0.18 | 0.21 |
| % Yield | 0.00 | 0.20 | 0.22 | 0.39 | 0.15 | 0.13 | 0.23 | 0.93 | 0.79 | 0.71 | 0.82 |
| Capital Gains ($) | 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 | 0.70 | 0.71 | 0.71 | 0.70 | 0.70 | 0.70 | 0.70 | 0.72 | 0.73 | 0.73 |
* 1 = Top 20%, 5 = Bottom 20%