EISTX — MFS Massachusetts Investors Growth Stock Fund
Data updated: 2026-07-23
EISTX — MFS Massachusetts Investors Growth Stock Fund. Holdings, fees, performance and SEC filings.
EISTX Fund Overview
EISTX — MFS Massachusetts Investors Growth Stock Fund is a US mutual fund managed by Massachusetts Investors Growth Stock Fund, categorised as United States Large Cap Growth Information Technology Equity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US mutual fund
- Manager: Massachusetts Investors Growth Stock Fund
- Category: United States Large Cap Growth Information Technology Equity
- Assets under management: $9.23B
- 1-year return: -2.3%
- Ticker: EISTX
- SEC CIK: 0000063090
- SEC series ID: S000000695
- Share class ID: C000002026
EISTX Investment Objective and Strategy
MFS Massachusetts Investors Growth Stock Fund describes its objective and strategy as follows, from its latest prospectus filed with the SEC by Massachusetts Investors Growth Stock Fund.
Investment objective
The funds investment objective is to seek capital appreciation.
Principal investment strategy
MFS (Massachusetts Financial Services Company, the funds investment adviser) normally invests at least 80% of the funds net assets in stocks. Stocks include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. MFS focuses on investing the funds assets in the stocks of companies it believes to have above average earnings growth potential compared to other companies (growth companies). While MFS may invest the funds assets in securities of companies of any size, MFS primarily invests in securities of companies with large capitalizations. MFS may invest the funds assets in foreign securities. MFS normally invests the funds assets across different industries and sectors, but MFS may invest a significant percentage of the funds assets in issuers in a single industry or sector.
MFS uses an active bottom-up investment approach to buying and selling investments for the fund. Investments are selected primarily based on fundamental analysis of individual issuers. Quantitative models that systematically evaluate issuers may also be considered. For purposes of the funds 80% policy, net assets include the amount of any borrowings for investment purposes.
EISTX Holdings
Top 10 holdings of MFS Massachusetts Investors Growth Stock Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| NVIDIA Corp. | 12.73% |
| Microsoft Corp. | 9.51% |
| Alphabet, Inc. | 5.84% |
| Apple, Inc. | 5.26% |
| Amazon.com, Inc. | 4.76% |
| Taiwan Semiconductor Manufacturing Co. Ltd. | 4.09% |
| Visa, Inc. | 3.48% |
| Amphenol Corp. | 3.31% |
| Aon plc | 2.44% |
| Moody's Corp. | 2.39% |
EISTX Portfolio Allocation
Asset-class allocation of MFS Massachusetts Investors Growth Stock Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 99.4% |
| Cash & Equivalents | 0.9% |
EISTX Performance
Total returns for EISTX (as of 2026-10-01), from SEC filings.
| Period | Total return |
|---|---|
| 1 year | -2.3% |
| 3 years (annualised) | 15.2% |
EISTX Risk Information
Risk metrics for EISTX, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 16.9%
EISTX Costs and Fees
EISTX costs about $75 per $10,000 invested per year in fund expenses.
- Net expense ratio: 0.75%
- Gross expense ratio: 0.75%
- Portfolio turnover: 21%
- Brokerage commissions: 0.40 bps of average net assets (SEC N-CEN)
EISTX Cashflows
Over the 12 months to 2026-05, MFS Massachusetts Investors Growth Stock Fund had net outflows of $2.50B, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-05 | −$507.28M |
| 2026-04 | −$131.73M |
| 2026-03 | −$236.43M |
| 2026-02 | −$162.47M |
| 2026-01 | −$613.63M |
| 2025-12 | $696.12M |
EISTX Debt Constituents
No individual debt constituents are reported in MFS Massachusetts Investors Growth Stock Fund's latest SEC N-PORT filing.
EISTX Prospectus and SEC Filings
Official MFS Massachusetts Investors Growth Stock Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
- Prospectus (485BPOS) — filed 2026-03-27
- Prospectus (485BPOS) — filed 2025-03-27
- Prospectus (485BPOS) — filed 2024-03-27
- Portfolio holdings (N-PORT) — filed 2026-07-23
- Portfolio holdings (N-PORT) — filed 2026-04-22
- Portfolio holdings (N-PORT) — filed 2026-01-23
- Annual census (N-CEN) — filed 2026-02-12
- Annual census (N-CEN) — filed 2025-02-11
Related Funds
Other United States Large Cap Growth Information Technology Equity funds tracked on ABC INVEST:
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.