Back to top
Massachusetts Investors Growth Stock Fund Class R1: (MF: MIGMX)
(NASDAQ Mutual Funds) As of Nov 26, 2025 05:40 PM ET
$33.18 USD
+0.15 (0.45%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Oct 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 10.35 | 62 |
| 3 months | 4.66 | 61 |
| 6 months | 18.22 | 52 |
| 1 Year | 12.72 | 59 |
| 3 Year | 17.42 | 50 |
| 5 Year | 12.55 | 65 |
| 10 Year | 13.30 | 34 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -45.86 |
| Bull Market (2/09 - 3/21) | 949.50 |
Load Adjusted Returns as of Oct 31, 2025
| 1 Year | 7.22 |
| 5 Year | 11.47 |
| 10 Year | 13.98 |
| Since Inception | 10.36 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -5.32 | 8.42 | 5.10 | NA |
| 2024 | 7.90 | 2.39 | 5.43 | -0.62 |
| 2023 | 7.57 | 8.03 | -5.22 | 11.78 |
| 2022 | -7.58 | -14.01 | -7.66 | 9.23 |
| 2021 | 3.31 | 8.48 | 0.75 | 10.91 |
| 2020 | -17.98 | 20.46 | 10.29 | 11.49 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 10.35 | 15.76 | 23.12 | -19.85 | 25.24 | 21.50 | 38.82 | 0.05 | 27.65 | 5.34 | -0.77 |
| % Total Return Rel to Index | -6.85 | -9.26 | -3.12 | -1.64 | -3.43 | 3.09 | 7.33 | 4.44 | 5.85 | -6.59 | -2.15 |
| % Total Return Rel to Peer | -2.16 | -3.63 | 0.12 | -0.15 | 3.18 | 1.58 | 10.39 | 6.91 | 6.97 | -2.47 | 0.82 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 3.00 | 3.00 | 3.00 | 1.00 | 1.00 | 2.00 | 4.00 | 3.00 |
| % Dividends | 0.00 | 0.08 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.08 | 0.06 | 0.02 | 0.04 |
| % Yield | 0.00 | 0.22 | 0.22 | 0.00 | 0.00 | 0.00 | 0.00 | 0.32 | 0.24 | 0.12 | 0.18 |
| Capital Gains ($) | 0.32 | 3.52 | 1.45 | 1.33 | 4.38 | 2.72 | 2.34 | 2.45 | 1.66 | 1.18 | 1.29 |
| Expense Ratio | 1.46 | 1.45 | 1.46 | 1.46 | 1.45 | 1.46 | 1.47 | 1.47 | 1.49 | 1.49 | 1.49 |
* 1 = Top 20%, 5 = Bottom 20%