Massachusetts Investors Growth Stock Fund Class R1: (MF: MIGMX)
(NASDAQ Mutual Funds) As of Sep 6, 2024 08:00 PM ET
$32.72 USD
-0.41 (-1.24%)
Latest Performance as of Jul 31, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 11.85 | 58 |
3 months | 8.56 | 36 |
6 months | 10.69 | 65 |
1 Year | 16.75 | 54 |
3 Year | 5.69 | 55 |
5 Year | 12.88 | 40 |
10 Year | 12.89 | 21 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | -45.85 |
Bull Market (2/09 - 3/21) | 818.87 |
Load Adjusted Returns as of Jul 31, 2024
1 Year | 17.06 |
5 Year | 13.22 |
10 Year | 12.54 |
Since Inception | 10.36 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 7.90 | 2.39 | NA | NA |
2023 | 7.57 | 8.03 | -5.22 | 11.78 |
2022 | -7.58 | -14.01 | -7.66 | 9.23 |
2021 | 3.31 | 8.48 | 0.75 | 10.91 |
2020 | -17.98 | 20.46 | 10.29 | 11.49 |
2019 | 17.35 | 5.45 | 2.82 | 9.09 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 11.85 | 23.12 | -19.85 | 25.24 | 21.50 | 38.82 | 0.05 | 27.65 | 5.34 | -0.77 | 10.68 |
% Total Return Rel to Index | -4.85 | -3.12 | -1.64 | -3.43 | 3.09 | 7.33 | 4.44 | 5.85 | -6.59 | -2.15 | -2.96 |
% Total Return Rel to Peer | -0.82 | 0.12 | -0.15 | 3.18 | 1.58 | 10.39 | 6.91 | 6.97 | -2.47 | 0.82 | 2.47 |
% Perf Quintile vs Peer* | 0.00 | 3.00 | 3.00 | 3.00 | 3.00 | 1.00 | 1.00 | 2.00 | 4.00 | 3.00 | 3.00 |
% Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.08 | 0.06 | 0.02 | 0.04 | 0.00 |
% Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.32 | 0.24 | 0.12 | 0.18 | 0.00 |
Capital Gains ($) | 0.01 | 1.45 | 1.33 | 4.38 | 2.72 | 2.34 | 2.45 | 1.66 | 1.18 | 1.29 | 0.77 |
Expense Ratio | 1.45 | 1.46 | 1.46 | 1.45 | 1.46 | 1.47 | 1.47 | 1.49 | 1.49 | 1.49 | 1.49 |
* 1 = Top 20%, 5 = Bottom 20%