Massachusetts Investors Growth Fund Quote
| MIGFX Fund | USD 46.38 0.17 0.37% |
Performance6 of 100
| Odds Of DistressLess than 20
|
Massachusetts Investors is trading at 46.38 as of the 24th of November 2024; that is 0.37% up since the beginning of the trading day. The fund's open price was 46.21. Massachusetts Investors has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Massachusetts Investors Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of October 2024 and ending today, the 24th of November 2024. Click here to learn more.
The fund normally invests at least 80 percent of the funds net assets in stocks. Stocks include common stocks and other securities that represent an ownership interest in a company or other issuer. The advisor focuses on investing the funds assets in the stocks of companies its advisor believes to have above average earnings growth potential compared to other companies .. More on Massachusetts Investors Growth
Massachusetts Mutual Fund Highlights
| Fund Concentration | MFS Funds, Large Blend Funds, Large Growth Funds, Large Growth, MFS (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 30th of March 2023 |
| Fiscal Year End | November |
Massachusetts Investors Growth [MIGFX] is traded in USA and was established 24th of November 2024. Massachusetts Investors is listed under MFS category by Fama And French industry classification. The fund is listed under Large Growth category and is part of MFS family. This fund now has accumulated 10.68 B in assets with no minimum investment requirementsMassachusetts Investors is currently producing year-to-date (YTD) return of 15.92% with the current yeild of 0.0%, while the total return for the last 3 years was 6.06%.
Check Massachusetts Investors Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Massachusetts Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Massachusetts Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Massachusetts Investors Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Massachusetts Investors Growth Mutual Fund Constituents
| ECL | Ecolab Inc | Stock | Materials | |
| AAPL | Apple Inc | Stock | Information Technology | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
| SBUX | Starbucks | Stock | Consumer Discretionary | |
| SCHW | Charles Schwab Corp | Stock | Financials | |
| BDX | Becton Dickinson and | Stock | Health Care | |
| TMO | Thermo Fisher Scientific | Stock | Health Care |
Massachusetts Investors Risk Profiles
| Mean Deviation | 0.5188 | |||
| Semi Deviation | 0.6514 | |||
| Standard Deviation | 0.711 | |||
| Variance | 0.5055 |
Massachusetts Investors Against Markets
Other Information on Investing in Massachusetts Mutual Fund
Massachusetts Investors financial ratios help investors to determine whether Massachusetts Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Massachusetts with respect to the benefits of owning Massachusetts Investors security.
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