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Massachusetts Investors Growth Stock Fund Class R4: (MF: MIGKX)

(NASDAQ Mutual Funds) As of Jul 17, 2024 08:00 PM ET

$44.91 USD

-0.68 (-1.49%)

Zacks MF Rank

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

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2-Buy of 5   2      

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Latest Performance as of Jun 30, 2024

Total Return %* Percentile Rank Objective
YTD 11.03 46
3 months 2.65 37
6 months 11.03 46
1 Year 18.24 49
3 Year 7.89 29
5 Year 14.37 28
10 Year 13.68 13

* Annual for three years and beyond.

Zacks Premium Research for MIGKX

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Buy 2
MF Research Report

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Portfolio Statistics

% Unrealized Gain 44.05
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 6/30/2024 626.28
% Turnover 6/30/2024 20.00

Risk

3 Year 5 Year 10 Year
Beta 1.00 0.98 0.98
Alpha -1.81 -0.25 1.02
R Squared 0.95 0.96 0.95
Std. Dev. 18.13 18.00 15.37
Sharpe 0.34 0.76 1.00

Sector / Country Weightings

As of 6/30/2024 % of Portfolio
Technology 47.89
Services 10.17
Non-Durable 9.10
Finance 6.42
Consumer Durables 6.02
Other 5.84
Industrial Cyclical 4.60
Retail Trade 4.45
Health 4.08
Utilities 1.43

Portfolio Holdings

Top Equity Holdings
(As of 2/29/2024)
% of Portfolio Value (Mil$)
MICROSOFT CORP 14.02 1,754.07
APPLE INC 5.07 633.78
ALPHABET INC CLASS A 4.83 604.00
VISA INC 4.64 580.64
ACCENTURE PLC 3.69 460.98
AMPHENOL CORP 2.79 349.41
NVIDIA CORP 2.68 335.02
AON PLC 2.36 295.31
CHURCH & DWIGHT CO INC 2.30 287.55

Stock Holding % of Net Assets

As Of 2/29/2024
Total Issues 54
Avg. P/E 30.53
Avg. P/Book 4.53
Avg. EPS Growth 13.72
Avg. Market Value (Mil $) 632,788

Allocation

% of Portfolio
Large Growth 36.31
Large Value 7.62
Small Growth 6.52
Small Value 0.00
Foreign Stock 16.30
Emerging Market 8.88
Precious Metal 0.00
Intermediate Bond 5.33
Foreign Bond 0.00
High Yield Bond 0.00