Massachusetts Investors Growth Stock Fund Class B: (MF: MIGBX)
(NASDAQ Mutual Funds) As of Sep 17, 2025 08:00 PM ET
$33.71 USD
+0.03 (0.09%)
Latest Performance as of Aug 31, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 6.06 | 76 |
3 months | 7.20 | 73 |
6 months | 5.11 | 75 |
1 Year | 7.53 | 74 |
3 Year | 13.86 | 60 |
5 Year | 10.57 | 70 |
10 Year | 13.47 | 31 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 71.85 |
Bear Market (10/07 - 2/09) | -44.54 |
Bull Market (2/09 - 3/21) | 906.78 |
Load Adjusted Returns as of Aug 31, 2025
1 Year | 3.01 |
5 Year | 12.50 |
10 Year | 12.60 |
Since Inception | 10.47 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | -5.31 | 8.42 | NA | NA |
2024 | 7.90 | 2.38 | 5.43 | -0.86 |
2023 | 7.57 | 8.03 | -5.23 | 11.80 |
2022 | -7.57 | -14.01 | -7.69 | 9.28 |
2021 | 3.32 | 8.45 | 0.79 | 10.88 |
2020 | -17.96 | 20.46 | 10.31 | 11.49 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 6.06 | 15.47 | 23.13 | -19.82 | 25.24 | 21.53 | 38.80 | 0.05 | 27.65 | 5.36 | -0.74 |
% Total Return Rel to Index | -4.72 | -9.54 | -3.11 | -1.62 | -3.44 | 3.13 | 7.31 | 4.45 | 5.85 | -6.57 | -2.13 |
% Total Return Rel to Peer | -2.97 | -3.91 | 0.13 | -0.12 | 3.18 | 1.62 | 10.38 | 6.91 | 6.97 | -2.45 | 0.85 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 3.00 | 3.00 | 3.00 | 1.00 | 1.00 | 2.00 | 4.00 | 3.00 |
% Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.06 | 0.04 | 0.01 | 0.03 |
% Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.24 | 0.18 | 0.03 | 0.15 |
Capital Gains ($) | 0.32 | 3.52 | 1.45 | 1.33 | 4.38 | 2.72 | 2.34 | 2.45 | 1.66 | 1.18 | 1.29 |
Expense Ratio | 1.46 | 1.45 | 1.46 | 1.46 | 1.45 | 1.45 | 1.46 | 1.46 | 1.48 | 1.49 | 1.49 |
* 1 = Top 20%, 5 = Bottom 20%