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Massachusetts Investors Growth Stock Fund Class R6: (MF: MIGNX)
(NASDAQ Mutual Funds) As of Sep 17, 2024 08:00 PM ET
$47.22 USD
-0.06 (-0.13%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 14.72 | 52 |
| 3 months | 5.72 | 55 |
| 6 months | 8.43 | 53 |
| 1 Year | 21.85 | 54 |
| 3 Year | 6.74 | 40 |
| 5 Year | 14.75 | 31 |
| 10 Year | 14.06 | 10 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 18.33 |
| 5 Year | 14.48 |
| 10 Year | 13.79 |
| Since Inception | 15.10 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 8.19 | 2.67 | NA | NA |
| 2023 | 7.84 | 8.34 | -4.99 | 12.12 |
| 2022 | -7.34 | -13.78 | -7.39 | 9.56 |
| 2021 | 3.62 | 8.75 | 1.04 | 11.21 |
| 2020 | -17.74 | 20.79 | 10.58 | 11.79 |
| 2019 | 17.70 | 5.73 | 3.11 | 9.37 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 14.72 | 24.45 | -18.95 | 26.65 | 22.84 | 40.36 | 1.09 | 29.12 | 6.50 | 0.32 | 11.89 |
| % Total Return Rel to Index | -4.81 | -1.78 | -0.74 | -2.03 | 4.44 | 8.87 | 5.49 | 7.32 | -5.43 | -1.06 | -1.74 |
| % Total Return Rel to Peer | -0.12 | 1.46 | 0.74 | 4.59 | 2.92 | 11.93 | 7.95 | 8.44 | -1.31 | 1.92 | 3.69 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 3.00 | 2.00 | 3.00 | 1.00 | 1.00 | 1.00 | 4.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.29 | 0.27 | 0.20 | 0.17 | 0.19 | 0.37 | 0.34 | 0.27 | 0.30 | 0.23 |
| % Yield | 0.00 | 0.64 | 0.71 | 0.40 | 0.40 | 0.49 | 1.24 | 1.07 | 1.03 | 1.14 | 0.85 |
| Capital Gains ($) | 0.01 | 1.45 | 1.33 | 4.38 | 2.72 | 2.35 | 2.45 | 1.66 | 1.18 | 1.29 | 0.78 |
| Expense Ratio | 0.36 | 0.37 | 0.37 | 0.36 | 0.37 | 0.37 | 0.38 | 0.39 | 0.38 | 0.38 | 0.39 |
* 1 = Top 20%, 5 = Bottom 20%