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

(NASDAQ Mutual Funds) As of Jul 15, 2025 08:00 PM ET

$41.66 USD

-0.15 (-0.36%)

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

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

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.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -44.33
Bull Market (2/09 - 3/21) 956.66

Load Adjusted Returns as of Jun 30, 2025

1 Year 7.82
5 Year 13.06
10 Year 13.15
Since Inception 10.31

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -5.18 8.53 NA NA
2024 8.02 2.52 5.56 -0.74
2023 7.69 8.17 -5.11 11.96
2022 -7.46 -13.91 -7.53 9.36
2021 3.45 8.60 0.90 11.03
2020 -17.87 20.59 10.43 11.64

Annual Return

20252024202320222021202020192018201720162015
% Total Return 2.9016.0423.75-19.4325.8722.1139.510.5528.285.90-0.30
% Total Return Rel to Index -3.30-8.97-2.48-1.23-2.813.708.024.946.48-6.03-1.69
% Total Return Rel to Peer -2.23-3.340.750.263.812.1911.087.417.60-1.911.29
% Perf Quintile vs Peer* 0.000.003.003.002.003.001.001.001.004.003.00
% Dividends 0.000.000.020.060.000.000.000.140.170.120.14
% Yield 0.000.000.000.180.000.000.000.530.570.500.59
Capital Gains ($) 0.003.521.451.334.382.722.342.451.661.181.29
Expense Ratio 0.000.950.960.960.950.960.970.970.990.990.99

* 1 = Top 20%, 5 = Bottom 20%