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Massachusetts Investors Growth Stock Fund Class B: (MF: MIGBX)
(NASDAQ Mutual Funds) As of Jul 12, 2024 08:00 PM ET
$34.93 USD
+0.30 (0.87%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 10.47 | 48 |
| 3 months | 2.38 | 40 |
| 6 months | 10.47 | 48 |
| 1 Year | 17.06 | 53 |
| 3 Year | 6.82 | 40 |
| 5 Year | 13.23 | 37 |
| 10 Year | 12.55 | 23 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 71.85 |
| Bear Market (10/07 - 2/09) | -44.54 |
| Bull Market (2/09 - 3/21) | 808.09 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 12.37 |
| 5 Year | 12.77 |
| 10 Year | 12.55 |
| Since Inception | 10.51 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 7.90 | 2.38 | NA | NA |
| 2023 | 7.57 | 8.03 | -5.23 | 11.80 |
| 2022 | -7.57 | -14.01 | -7.69 | 9.28 |
| 2021 | 3.32 | 8.45 | 0.79 | 10.88 |
| 2020 | -17.96 | 20.46 | 10.31 | 11.49 |
| 2019 | 17.39 | 5.45 | 2.83 | 9.03 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 10.47 | 23.13 | -19.82 | 25.24 | 21.53 | 38.80 | 0.05 | 27.65 | 5.36 | -0.74 | 10.65 |
| % Total Return Rel to Index | -4.82 | -3.11 | -1.62 | -3.44 | 3.13 | 7.31 | 4.45 | 5.85 | -6.57 | -2.13 | -2.99 |
| % Total Return Rel to Peer | -0.19 | 0.13 | -0.12 | 3.18 | 1.62 | 10.38 | 6.91 | 6.97 | -2.45 | 0.85 | 2.44 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 3.00 | 3.00 | 3.00 | 1.00 | 1.00 | 2.00 | 4.00 | 3.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.06 | 0.04 | 0.01 | 0.03 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.24 | 0.18 | 0.03 | 0.15 | 0.00 |
| Capital Gains ($) | 0.00 | 1.45 | 1.33 | 4.38 | 2.72 | 2.34 | 2.45 | 1.66 | 1.18 | 1.29 | 0.78 |
| Expense Ratio | 0.00 | 1.46 | 1.46 | 1.45 | 1.45 | 1.46 | 1.46 | 1.48 | 1.49 | 1.49 | 1.49 |
* 1 = Top 20%, 5 = Bottom 20%