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Massachusetts Investors Growth Stock Fund Class C: (MF: MIGDX)
(NASDAQ Mutual Funds) As of Aug 29, 2024 08:00 PM ET
$34.39 USD
+0.07 (0.20%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jul 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 11.84 | 58 |
| 3 months | 8.60 | 35 |
| 6 months | 10.72 | 64 |
| 1 Year | 16.76 | 54 |
| 3 Year | 5.70 | 55 |
| 5 Year | 12.89 | 39 |
| 10 Year | 12.90 | 21 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 71.75 |
| Bear Market (10/07 - 2/09) | -44.59 |
| Bull Market (2/09 - 3/21) | 819.92 |
Load Adjusted Returns as of Jul 31, 2024
| 1 Year | 15.89 |
| 5 Year | 13.23 |
| 10 Year | 12.55 |
| Since Inception | 10.49 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 7.89 | 2.40 | NA | NA |
| 2023 | 7.57 | 8.04 | -5.25 | 11.82 |
| 2022 | -7.58 | -14.01 | -7.65 | 9.24 |
| 2021 | 3.32 | 8.49 | 0.77 | 10.89 |
| 2020 | -17.95 | 20.44 | 10.31 | 11.47 |
| 2019 | 17.37 | 5.45 | 2.81 | 9.07 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 11.84 | 23.13 | -19.83 | 25.26 | 21.51 | 38.82 | 0.05 | 27.65 | 5.33 | -0.73 | 10.60 |
| % Total Return Rel to Index | -4.86 | -3.10 | -1.63 | -3.42 | 3.11 | 7.33 | 4.44 | 5.86 | -6.60 | -2.12 | -3.04 |
| % Total Return Rel to Peer | -0.82 | 0.13 | -0.13 | 3.20 | 1.60 | 10.39 | 6.91 | 6.97 | -2.48 | 0.86 | 2.39 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 3.00 | 3.00 | 3.00 | 1.00 | 1.00 | 2.00 | 4.00 | 3.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.05 | 0.02 | 0.04 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.21 | 0.11 | 0.21 | 0.00 |
| Capital Gains ($) | 0.01 | 1.45 | 1.33 | 4.38 | 2.72 | 2.35 | 2.45 | 1.66 | 1.18 | 1.29 | 0.78 |
| Expense Ratio | 1.45 | 1.47 | 1.46 | 1.45 | 1.46 | 1.47 | 1.47 | 1.49 | 1.49 | 1.49 | 1.49 |
* 1 = Top 20%, 5 = Bottom 20%