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Massachusetts Investors Growth Stock Fund Cl R2: (MF: MIRGX)

(NASDAQ Mutual Funds) As of May 22, 2026 05:43 PM ET

$38.54 USD

+0.03 (0.08%)

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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3-Hold of 5     3    

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Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD -2.73 93
3 months -1.96 94
6 months -3.78 90
1 Year 14.00 86
3 Year 11.95 83
5 Year 7.06 70
10 Year 13.37 40

* Annual for three years and beyond.

Zacks Premium Research for MIRGX

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

Hold 3
MF Report

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Portfolio Statistics

% Unrealized Gain 53.89
% Yield 0.12
% SEC Yield NA
Net Assets (Mil $) 4/30/2026 43.34
% Turnover 4/30/2026 21.00

Risk

3 Year 5 Year 10 Year
Beta 0.98 0.98 0.96
Alpha -7.96 -5.28 -1.29
R Squared 0.94 0.94 0.94
Std. Dev. 12.60 15.50 15.15
Sharpe 0.54 0.26 2.00

Sector / Country Weightings

As of 4/30/2026 % of Portfolio
Technology 51.04
Retail Trade 7.87
Other 7.48
Services 7.00
Finance 6.29
Non-Durable 5.90
Consumer Durables 4.36
Industrial Cyclical 4.33
Health 3.54
Utilities 2.19

Portfolio Holdings

Top Equity Holdings
(As of 2/28/2026)		 % of Portfolio Value (Mil$)
MICROSOFT CORP 11.50 1,135.54
NVIDIA CORP 10.89 1,075.33
APPLE INC 4.54 447.98
TAIWAN SEMICONDUCTOR ADR 4.45 439.24
ALPHABET INC CLASS A 3.88 382.86
AMPHENOL CORP 3.80 375.28
VISA INC 3.48 343.54
ACCENTURE PLC 2.70 266.28
AON PLC 2.65 261.12

Stock Holding % of Net Assets

As Of 2/28/2026
Total Issues 54
Avg. P/E 32.53
Avg. P/Book 4.33
Avg. EPS Growth 15.43
Avg. Market Value (Mil $) 626,989

Composition

% of Portfolio
Stocks 99.02
Foreign Stocks 20.94
Cash 1.11
Bonds 0.00
Foreign Bonds 0.00
Preferred 0.00
Convertible 0.00
Other -0.12
Foreign Hedged 0.00

Style Analysis

% of Portfolio
Large Growth 43.59
Large Value 0.44
Small Growth 2.34
Small Value 8.78
Foreign Stock 12.71
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 13.62
Foreign Bond 2.46
High Yield Bond 0.00