MIGDX — MFS Massachusetts Investors Growth Stock Fund
Data updated: 2026-07-23
MIGDX — MFS Massachusetts Investors Growth Stock Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. United States Information Technology Equity · $9.23B AUM · 1.46% expense ratio · 4.5% 1-yr return. From SEC regulatory filings.
MIGDX Fund Overview
MIGDX — MFS Massachusetts Investors Growth Stock Fund is a US mutual fund managed by Massachusetts Investors Growth Stock Fund, categorised as United States 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 Information Technology Equity
- Assets under management: $9.23B
- 1-year return: 4.5%
- Ticker: MIGDX
- SEC CIK: 0000063090
- SEC series ID: S000000695
- Share class ID: C000002030
MIGDX 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% |
MIGDX 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% |
MIGDX Performance
Total returns for MIGDX (as of 2026-08-01), from SEC filings.
| Period | Total return |
|---|---|
| YTD | -3.3% |
| 1 year | 4.5% |
| 3 years (annualised) | 13.6% |
| 5 years (annualised) | 8.5% |
MIGDX Risk Information
Risk metrics for MIGDX, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 11.0%
MIGDX Costs and Fees
MIGDX costs about $146 per $10,000 invested per year in fund expenses.
- Net expense ratio: 1.46%
- Gross expense ratio: 1.46%
- Portfolio turnover: 21%
- Brokerage commissions: 0.40 bps of average net assets (SEC N-CEN)
MIGDX Cashflows
Over the 12 months to 2026-02, MFS Massachusetts Investors Growth Stock Fund had net outflows of $2.10B, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-02 | −$162.47M |
| 2026-01 | −$613.63M |
| 2025-12 | $696.12M |
| 2025-11 | −$542.54M |
| 2025-10 | −$228.91M |
| 2025-09 | −$265.53M |
MIGDX Debt Constituents
No individual debt constituents are reported in MFS Massachusetts Investors Growth Stock Fund's latest SEC N-PORT filing.
MIGDX Prospectus and SEC Filings
Official MFS Massachusetts Investors Growth Stock Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
Related Funds
Other United States 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.