Massachusetts Investors Growth Stock Fund Class R3

Frequently Asked Questions About MIGHX

What does MIGHX invest in?

This fund typically commits at least 80% of its total net assets to equity investments. Such investments cover common shares and various other securities that grant an ownership stake or the potential to obtain one in a company or other issuing entity. The advisor's primary investment approach involves targeting companies believed to possess earnings growth prospects that surpass those of the average company, commonly known as growth companies.

What is the expense ratio of MIGHX?

Massachusetts Investors Growth Stock Fund Class R3 (MIGHX) charges an expense ratio of 0.71%. This is the annual fee deducted from fund assets to cover management and operations.

How big is MIGHX?

Massachusetts Investors Growth Stock Fund Class R3 (MIGHX) manages $8.33B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is MIGHX actively managed or an index fund?

MIGHX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was MIGHX launched?

Massachusetts Investors Growth Stock Fund Class R3 (MIGHX) launched in March 2005 and is managed by the fund issuer.

How has MIGHX performed?

MIGHX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.