MIGBX Mutual Fund

MIGBX Mutual Fund (Massachusetts Investors Growth Stock Fund Class B) is managed by MFS Investment Management with $2.2M in net assets. MIGBX expense ratio is 1.46%, holding 59 positions across sectors including Information Technology, Health Care, Financials. Inception date: 1993-09-07.

MIGBX performance shows a YTD return of -0.72%. The 1-year return is 0.35% and the 5-year return is 5.49%.

MIGBX top holdings include Nvidia Corp (14.1%), Alphabet Inc (10.0%), Broadcom Inc (4.8%), Taiwan Semiconductor Manufacturing Co Ltd (4.0%), Visa Inc Class A (3.9%). Go to all MIGBX holdings, MIGBX sectors, or MIGBX dividends.

MIGBX can be compared against other funds. Use MIGBX overlap to find shared positions, or MIGBX vs another fund for a side-by-side view. MIGBX alternatives are available via the screener, along with tax-loss harvesting opportunities.