MFS® Massachusetts Investors Growth Stock Fund

Scorecard
3 / 5 Stars
Lipper
2 2 5 5 5
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

U.S. News evaluated 466 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 22.66 percent over the past year, 13.68 percent over the past three years, 21.87 percent over the past five years, and 6.76 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 1.0%
1 Year 22.7%
3 Years (Annualized) 13.7%
5 Years (Annualized) 21.9%
10 Years (Annualized) 6.8%

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Summary

The investment seeks capital appreciation. The fund normally invests at least 80% of the fund's net assets in stocks. The adviser focuses on investing the fund's assets in the stocks of companies it believes to have above average earnings growth potential compared to other companies (growth companies). While it may invest the fund's assets in companies of any size, the adviser generally focuses on companies with large capitalizations.

Fees

Fees are Above Average compared to funds in the same category.
MFS® Massachusetts Investors Growth Stock Fund has an expense ratio of 1.55 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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