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Massachusetts Investors Growth Stock Fund Class R4: (MF: MIGKX)
(NASDAQ Mutual Funds) As of Dec 12, 2025 05:40 PM ET
$46.29 USD
-0.56 (-1.20%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Nov 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 10.10 | 65 |
| 3 months | 3.11 | 57 |
| 6 months | 10.83 | 64 |
| 1 Year | 7.58 | 55 |
| 3 Year | 15.06 | 51 |
| 5 Year | 11.19 | 54 |
| 10 Year | 14.29 | 22 |
* Annual for three years and beyond.
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Portfolio Statistics
| % Unrealized Gain | 46.58 |
| % Yield | 0.39 |
| % SEC Yield | NA |
| Net Assets (Mil $) 11/30/2025 | 409.01 |
| % Turnover 11/30/2025 | 18.00 |
Risk
| 3 Year | 5 Year | 10 Year | |
|---|---|---|---|
| Beta | 0.99 | 1.00 | 0.97 |
| Alpha | -4.36 | -3.42 | 0.12 |
| R Squared | 0.94 | 0.95 | 0.94 |
| Std. Dev. | 12.86 | 15.46 | 15.11 |
| Sharpe | 0.84 | 0.59 | 1.00 |
Sector / Country Weightings
| As of 11/30/2025 | % of Portfolio |
|---|---|
| Technology | 52.33 |
| Services | 7.49 |
| Other | 6.63 |
| Non-Durable | 6.35 |
| Finance | 6.27 |
| Retail Trade | 5.36 |
| Industrial Cyclical | 4.91 |
| Consumer Durables | 4.41 |
| Health | 4.24 |
| Utilities | 2.01 |
Portfolio Holdings
| Top Equity Holdings (As of 8/31/2025) |
% of Portfolio | Value (Mil$) |
|---|---|---|
| MICROSOFT CORP | 14.88 | 1,787.96 |
| NVIDIA CORP | 9.24 | 1,109.66 |
| APPLE INC | 5.08 | 610.25 |
| VISA INC | 3.84 | 460.71 |
| AMPHENOL CORP | 2.84 | 341.36 |
| ACCENTURE PLC | 2.81 | 338.08 |
| TAIWAN SEMICONDUCTOR MANU | 2.75 | 330.41 |
| MASTERCARD INC | 2.48 | 297.57 |
| HUBBELL INCORPORATED | 2.26 | 271.27 |
Stock Holding % of Net Assets
| As Of | 8/31/2025 |
| Total Issues | 53 |
| Avg. P/E | 32.11 |
| Avg. P/Book | 4.12 |
| Avg. EPS Growth | 15.52 |
| Avg. Market Value (Mil $) | 775,994 |
Composition
| % of Portfolio | |
| Stocks | 99.66 |
| Foreign Stocks | 20.85 |
| Cash | 0.55 |
| Bonds | 0.00 |
| Foreign Bonds | 0.00 |
| Preferred | 0.00 |
| Convertible | 0.00 |
| Other | -0.21 |
| Foreign Hedged | 0.00 |
Style Analysis
| % of Portfolio | |
| Large Growth | 31.10 |
| Large Value | 40.74 |
| Small Growth | 0.00 |
| Small Value | 0.00 |
| Foreign Stock | 12.67 |
| Emerging Market | 0.00 |
| Precious Metal | 0.00 |
| Intermediate Bond | 0.00 |
| Foreign Bond | 0.00 |
| High Yield Bond | 0.00 |