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Massachusetts Investors Growth Stock Fund Class R4: (MF: MIGKX)
(NASDAQ Mutual Funds) As of Mar 30, 2023 08:00 PM ET
$35.45 USD
+0.20 (0.57%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Feb 28, 2023
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.36 | 80 |
| 3 months | -2.36 | 74 |
| 6 months | 0.52 | 68 |
| 1 Year | -8.35 | 53 |
| 3 Year | 11.52 | 39 |
| 5 Year | 12.00 | 3 |
| 10 Year | 13.11 | 6 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -43.94 |
| Bull Market (2/09 - 9/19) | 846.21 |
Load Adjusted Returns as of Feb 28, 2023
| 1 Year | -19.03 |
| 5 Year | 12.23 |
| 10 Year | 13.57 |
| Since Inception | 10.61 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2022 | -7.36 | -13.78 | -7.45 | 9.53 |
| 2021 | 3.59 | 8.72 | 1.02 | 11.18 |
| 2020 | -17.77 | 20.74 | 10.58 | 11.76 |
| 2019 | 17.69 | 5.70 | 3.09 | 9.35 |
| 2018 | 1.96 | 3.61 | 8.32 | -11.73 |
Annual Return
| 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 2.36 | -19.03 | 26.51 | 22.71 | 40.25 | 1.00 | 28.97 | 6.40 | 0.21 | 11.77 | 30.44 |
| % Total Return Rel to Index | -1.30 | -0.82 | -2.17 | 4.31 | 8.76 | 5.39 | 7.17 | -5.53 | -1.17 | -1.86 | -1.93 |
| % Total Return Rel to Peer | -2.40 | 0.66 | 4.45 | 2.80 | 11.83 | 7.86 | 8.29 | -1.41 | 1.81 | 3.57 | -0.26 |
| % Perf Quintile vs Peer* | 4.00 | 3.00 | 2.00 | 3.00 | 1.00 | 1.00 | 1.00 | 4.00 | 3.00 | 2.00 | 4.00 |
| % Dividends | 0.00 | 0.23 | 0.17 | 0.14 | 0.16 | 0.34 | 0.31 | 0.24 | 0.27 | 0.21 | 0.16 |
| % Yield | 0.63 | 0.65 | 0.35 | 0.34 | 0.43 | 1.17 | 1.01 | 0.94 | 1.06 | 0.79 | 0.66 |
| Capital Gains ($) | 0.00 | 1.33 | 4.38 | 2.72 | 2.35 | 2.45 | 1.66 | 1.18 | 1.29 | 0.78 | 0.23 |
| Expense Ratio | 0.00 | 0.46 | 0.45 | 0.46 | 0.47 | 0.47 | 0.49 | 0.49 | 0.49 | 0.49 | 0.50 |
* 1 = Top 20%, 5 = Bottom 20%