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Massachusetts Investors Growth Stock Fund Cl R2: (MF: MIRGX)
(NASDAQ Mutual Funds) As of Jul 11, 2025 08:00 PM ET
$41.87 USD
-0.29 (-0.69%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.90 | 73 |
| 3 months | 8.53 | 59 |
| 6 months | 2.90 | 73 |
| 1 Year | 7.82 | 80 |
| 3 Year | 14.33 | 60 |
| 5 Year | 13.06 | 60 |
| 10 Year | 13.15 | 25 |
* Annual for three years and beyond.
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Portfolio Statistics
| % Unrealized Gain | 50.75 |
| % Yield | 0.00 |
| % SEC Yield | NA |
| Net Assets (Mil $) 6/30/2025 | 57.83 |
| % Turnover 6/30/2025 | 19.00 |
Risk
| 3 Year | 5 Year | 10 Year | |
|---|---|---|---|
| Beta | 1.01 | 0.99 | 0.97 |
| Alpha | -4.58 | -2.86 | -0.13 |
| R Squared | 0.96 | 0.95 | 0.95 |
| Std. Dev. | 16.23 | 16.44 | 15.51 |
| Sharpe | 0.66 | 0.70 | 1.00 |
Sector / Country Weightings
| As of 6/30/2025 | % of Portfolio |
|---|---|
| NA | NA |
Portfolio Holdings
| Top Equity Holdings (As of 2/28/2025) |
% of Portfolio | Value (Mil$) |
|---|---|---|
| MICROSOFT CORP | 12.48 | 1,555.46 |
| APPLE INC | 5.55 | 691.20 |
| NVIDIA CORP | 5.04 | 627.94 |
| VISA INC | 4.96 | 617.75 |
| ACCENTURE PLC | 3.48 | 433.57 |
| AON PLC | 2.77 | 345.21 |
| ALPHABET INC CLASS A | 2.60 | 323.94 |
| CHURCH & DWIGHT CO INC | 2.53 | 314.90 |
| CMS ENERGY CORP | 2.15 | 268.12 |
Stock Holding % of Net Assets
| As Of | 2/28/2025 |
| Total Issues | 54 |
| Avg. P/E | 31.96 |
| Avg. P/Book | 4.25 |
| Avg. EPS Growth | 13.86 |
| Avg. Market Value (Mil $) | 557,493 |
Composition
| % of Portfolio | |
| Stocks | 99.21 |
| Foreign Stocks | 18.77 |
| Cash | 1.26 |
| Bonds | 0.00 |
| Foreign Bonds | 0.00 |
| Preferred | 0.00 |
| Convertible | 0.00 |
| Other | -0.47 |
| Foreign Hedged | 0.00 |
Style Analysis
| % of Portfolio | |
| Large Growth | 26.24 |
| Large Value | 33.14 |
| Small Growth | 0.00 |
| Small Value | 11.91 |
| Foreign Stock | 4.56 |
| Emerging Market | 2.82 |
| Precious Metal | 0.00 |
| Intermediate Bond | 16.90 |
| Foreign Bond | 0.00 |
| High Yield Bond | 0.00 |