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

(NASDAQ Mutual Funds) As of Nov 26, 2021 08:00 PM ET

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$42.46 USD

-0.96 (-2.21%)

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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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Oct 31, 2021

Total Return %* Percentile Rank Objective
YTD 20.97 57
3 months 3.03 70
6 months 9.60 40
1 Year 38.44 69
3 Year 25.12 26
5 Year 21.86 23
10 Year 16.47 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 - 9/19) 753.01

Load Adjusted Returns as of Oct 31, 2021

1 Year 26.57
5 Year 19.54
10 Year 16.96
Since Inception 10.86

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2021 3.45 8.60 0.90 NA
2020 -17.87 20.59 10.43 11.64
2019 17.51 5.57 2.95 9.22
2018 1.84 3.48 8.21 -11.83
2017 9.11 5.54 3.70 7.42
2016 3.33 0.64 3.89 -1.99

Annual Return

20212020201920182017201620152014201320122011
% Total Return 20.9722.1139.510.5528.285.90-0.3011.2229.8216.601.06
% Total Return Rel to Index -3.063.708.024.946.48-6.03-1.69-2.41-2.550.61-1.03
% Total Return Rel to Peer 0.282.1911.087.417.60-1.911.293.02-0.872.334.09
% Perf Quintile vs Peer* 3.003.001.001.001.004.003.002.004.002.002.00
% Dividends 0.000.000.000.140.170.120.140.090.070.120.06
% Yield 0.000.000.000.530.570.500.590.380.300.680.43
Capital Gains ($) 0.692.722.342.451.661.181.290.780.230.000.00
Expense Ratio 0.950.960.970.970.990.990.990.991.001.041.06

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