Mfs Massachusetts Investors Growth Stock R6 Investment Details and Risks

The MFS Massachusetts Investors Growth Stock R6 is a no-load mutual fund that invests in a diversified portfolio of US stocks.

It has a moderate risk profile and aims to provide long-term capital growth.

The fund invests in a wide range of industries, including technology, healthcare, and consumer goods.

The investment minimum is $2,500, making it accessible to a variety of investors.

MFS Massachusetts Investors Growth Stock R6 has an impressive performance record. The fund's expense ratio is 0.37%, which is 62% lower than its Large Growth category average, earning it an A grade.

The fund's portfolio turnover rate is 19%, which is significantly lower than the 45% average for the Large Growth category. This suggests that the fund holds its assets for a relatively long period.

The fund's average annual total returns have been impressive, with a return of 16.75% in 2024, outperforming the Russell 1000 Growth Index's return of 33.36% in the same year. Here are the fund's annual rate of return compared to the Russell 1000 Growth Index:

Annual Return (%) is a crucial performance metric that helps investors gauge the success of their investments. It's calculated as the rate of return on an investment over a specific period, usually a year.

The annual rate of return can be affected by various factors, including market conditions and the fund's investment strategy. For example, MFS Massachusetts Inv Gr Stk R6 (MIGNX) has an average annual rate of return of 10.35% over the past 10 years.

Here's a breakdown of the annual rate of return for MIGNX and two other funds:

As you can see, the annual rate of return can vary significantly from year to year, even for the same fund. It's essential to consider multiple years of data to get a more accurate picture of a fund's performance.

Will MIGNX outperform in future? To determine this, we need to evaluate three key pillars: The Process Pillar, The People Pillar, and The Parent Pillar.

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MIGNX's performance objective and investment process is for both security selection and portfolio construction. The fund has 56 securities in its portfolio, with the top 10 holdings constituting 46.2% of the fund's assets.

The People Pillar is our evaluation of the MIGNX management team's experience and ability. The management team has an average tenure of 11.91 years, with 2 members having been with the fund since 2006 and 2019, respectively.

MIGNX's management team has a long-term perspective, which is essential for making informed investment decisions. The fund's management team has an average tenure of 11.91 years.

Here is a brief summary of MIGNX's management team:

The Parent Pillar is our rating of MIGNX's parent organization's priorities and whether they're in line with investors' interests. The fund's parent organization has a strong reputation for managing a diversified range of investment products.

MIGNX's parent organization has a strong track record of delivering consistent returns to investors. The fund's parent organization has a strong reputation for managing a diversified range of investment products.

The fund's performance has been impressive, with an average annual return of 22.84% over the past 5 years. The fund's performance has been impressive, with an average annual return of 22.84% over the past 5 years.

However, it's essential to note that past performance is not a guarantee of future results. The fund's performance has been impressive, with an average annual return of 22.84% over the past 5 years.

To make an informed decision about MIGNX's potential for future outperformance, it's crucial to consider these three pillars and evaluate the fund's performance over time. The fund's performance has been impressive, with an average annual return of 22.84% over the past 5 years.

The fees and expenses associated with the MFS Massachusetts Investors Growth Stock R6 fund are quite reasonable. The fund's net expense ratio is 0.37%, which is a significant reduction from the gross expense ratio.

This net expense ratio is 62% lower than the Large Growth category average, earning it an A grade in terms of expense ratio. The fund's low expense ratio is a major plus, as it means you get to keep more of your investment returns.

One thing to note is that high annual expense ratios can reduce your rate of return, and excessive fees can be difficult to overcome. However, the MFS Massachusetts Investors Growth Stock R6 fund's low expense ratio helps mitigate this risk.

Here's a quick comparison of the fund's expense ratio and portfolio turnover rate:

The fund's low expense ratio and portfolio turnover rate make it a more cost-effective option compared to other funds in its category.

MFS Massachusetts Investors Growth Stock R6 is an actively managed fund that launched in 2012. It's focused on capital appreciation, which means it aims to increase the value of your investment over time.

The fund invests at least 80% of its assets in stocks, which include common stocks and other securities that represent ownership interest in a company. This is a key aspect of the fund's strategy.

The advisor behind the fund focuses on investing in growth companies, which are businesses with above-average earnings growth potential compared to other companies.

MFS Massachusetts Inv Gr Stk R6 is an actively managed U.S. Equity Large Growth fund launched in 2012.

The fund has a relatively low expense ratio of 0.37%, which is considered low within its category. The fund's category expense grade is A, indicating a low expense ratio.

The fund is managed by a team of two, with an average tenure of 11.9 years and the longest tenure of 18.2 years. The managers are Jeffrey Constantino, who has been with the fund since 2006, and Joseph Skorski, who joined in 2019.

The fund's investment style is Large-Cap Blend, and it has a yield of 0.5%. The fund distributes dividends and capital gains annually.

Here's a breakdown of the fund's portfolio allocation:

The fund has a relatively high turnover of 19%, which means it has a significant amount of trading activity.

You can invest in this fund with a minimum initial purchase of $0 and a minimum subsequent purchase of $0. The fund has a true no-load structure, meaning there are no front-end or back-end loads.

Assets Under Management is a crucial factor to consider when evaluating a fund's performance. The fund has $4 billion in total assets, which is above the $2 billion average for the Large Growth category.

Having a larger asset base can provide economies of scale, but it can also make it difficult for the manager to fully employ the desired active strategy. This is particularly true for small-cap investing, where a large asset base can hinder the manager's ability to effectively manage the portfolio.

A larger asset base can also lead to higher average expense ratios, which can eat into your returns.

The performance chart for the MFS Massachusetts Investors Growth Stock Fund Class R6 is a valuable tool for investors. It shows the growth of an initial investment of $10,000 over time.

The chart compares the performance of the fund to the S&P 500 index, providing a benchmark for its growth. The prices have been adjusted for splits and dividends, giving a clear picture of the fund's performance.

By examining the chart, investors can see how the fund has performed over time and make informed decisions about their investments.

The Performance Chart is a valuable tool for investors, providing a visual representation of an investment's growth over time. It's a great way to compare the performance of an investment to a benchmark, like the S&P 500 index.

The chart shows the growth of an initial investment of $10,000 in MFS Massachusetts Investors Growth Stock Fund Class R6. This specific investment grew significantly, outperforming the benchmark in many periods.

Investors can use the Performance Chart to make informed decisions about their investments. By analyzing the chart, they can identify trends and patterns that may indicate future growth or decline.

The chart is adjusted for splits and dividends, ensuring that the comparison is accurate and fair. This means that investors can trust the data and make decisions based on it.

For example, the chart shows that the investment grew from an initial $10,000 to a peak of $34,454, a gain of 243.45%. This is a significant return on investment, and one that investors should be aware of when making decisions about their portfolio.

The Volatility Chart is a valuable tool for investors, providing a clear picture of the fund's risk level. The current MFS Massachusetts Investors Growth Stock Fund Class R6 has a volatility of 3.00%, indicating a relatively stable investment.

This chart shows the rolling one-month volatility, giving you a snapshot of the fund's performance over time. The average percentage change in the investment's value, either up or down, is an essential metric to understand the fund's risk level.

By analyzing the Volatility Chart, you can make informed decisions about your investment strategy.

The Massachusetts Investors Growth Stock R6 fund has a long history of investing in growth stocks. It was established in 1970 by the Massachusetts Investors Trust, one of the oldest mutual fund companies in the US.

The fund's investment strategy has remained relatively consistent over the years, focusing on established companies with a strong growth potential. This approach has allowed the fund to outperform the market in many years.

One notable aspect of the fund's history is its ability to adapt to changing market conditions. In the 1980s, the fund shifted its focus from consumer staples to technology and healthcare, which helped it navigate the market's shift towards more growth-oriented sectors.

The fund's investment team has also remained relatively stable over the years, with some long-tenured managers contributing to the fund's success. This continuity has helped the fund develop a deep understanding of its portfolio companies and their growth prospects.

The fund's performance has been impressive, with the Massachusetts Investors Growth Stock R6 fund delivering strong returns over the long term.

The investment grades and rankings for MFS Massachusetts Inv Gr Stk R6 are based on its historical performance. The fund has received a grade of D for its year-to-date return, which is 0.9 percentage points worse than the Large Growth category.

The fund's past performance is also a concern, with grades of F for its returns over the past year and three years. However, it has received a grade of D for its returns over the past five and ten years.

Here's a summary of the fund's grades over different time periods:

The Sharpe ratio is a key metric for evaluating an investment's performance. It takes into account both price changes and dividends over a specific period, in this case, the past 1 year of trading data.

The current Sharpe ratio of MFS Massachusetts Investors Growth Stock Fund Class R6 is 0.28, which provides insight into its historical risk-adjusted returns.

To better understand the Sharpe ratio, you can use the Sharpe ratio tool for more fine-grained control over the calculation options, allowing for a more detailed analysis of the investment's performance.

MFS Massachusetts Inv Gr Stk R6 received a grade of D in the year to date, 0.9 percentage points worse than the category average. The fund has also received grades of F over the past year and three years.

The fund's performance over the past five and ten years has earned it a grade of D, with returns of 13.3% and 14.2% respectively. This indicates that while the fund has shown some stability over the long term, it has not kept pace with the category average in recent years.

The fund's annual returns are as follows: 2.5% in 2025, 16.8% in 2024, 24.5% in 2023, -19.0% in 2022, and 26.7% in 2021. These returns are compared to the category average, with the fund often lagging behind.

Here is a summary of the fund's grades over the past few years:

The fund's grades are based on its performance relative to the category average, with lower grades indicating poorer performance.

Investing in MFS Massachusetts Investors Growth Stock R6 comes with some risks, including market volatility.

The fund's value can fluctuate significantly in response to changes in the overall stock market.

The fund invests in large-cap growth stocks, which are more volatile than other asset classes.

This means that the fund's value can drop suddenly if the overall market takes a downturn.

The fund's management team, however, has a long history of managing growth stock portfolios, which can provide some comfort to investors.

To truly understand the risks associated with an investment, it's essential to look at its risk-adjusted performance metrics. These metrics evaluate an investment's returns against its associated risks.

The charts below present risk-adjusted performance metrics for MFS Massachusetts Investors Growth Stock Fund Class R6, which can be compared to a benchmark like the S&P 500 index. These indicators are essential for making informed investment decisions.

Risk-adjusted performance metrics help investors gauge the potential risks and rewards of an investment. By comparing the returns of MFS Massachusetts Investors Growth Stock Fund Class R6 to the S&P 500 index, investors can get a better sense of its performance.

The risk-adjusted performance indicators for MFS Massachusetts Investors Growth Stock Fund Class R6 and the S&P 500 index are presented in the charts below. These indicators are based on the fund's returns and associated risks.

Investors can use risk-adjusted performance metrics to compare different investments and make informed decisions. By evaluating the returns and risks of various investments, investors can create a diversified portfolio that aligns with their goals and risk tolerance.

The worst drawdowns for the MFS Massachusetts Investors Growth Stock Fund Class R6 are a stark reminder of the risks involved in investing.

A maximum drawdown of 32.47% occurred on Mar 23, 2020, following a series of losing trades.

This was the largest reduction in portfolio value due to a series of losing trades.

The recovery from this drawdown took 84 trading sessions and was completed on Jul 22, 2020.

Here are the worst drawdowns for the MFS Massachusetts Investors Growth Stock Fund Class R6:

The MFS Massachusetts Investors Growth Stock R6 fund is a no-load mutual fund that has been around since 1974. It's been a popular choice for investors seeking long-term growth.

The fund's investment objective is to provide long-term growth of capital by investing in a diversified portfolio of common stocks. It focuses on established companies with a strong track record of growth.

The fund's investment strategy involves selecting stocks of companies with a history of increasing earnings and cash flow. This approach has led to a relatively low turnover rate of 25% per year.

The fund's expense ratio is 0.66%, which is lower than many other mutual funds. This means investors can keep more of their returns.