MFS® Massachusetts Investors Gr Stk I

The investment seeks capital appreciation.
The fund normally invests at least 80% of the fund's net assets in stocks. Stocks include common stocks, preferred stocks, securities convertible into stocks, and depositary receipts for such securities. It 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).

Key stats

Management firm  MFS
Domicile  United States
Fund Administrator  Massachusetts Financial Services Co
Global Branding Name  MFS
Fund currency  USD
Launch Date  1997-01-02
ISIN  US5757194064
Manager 1 Name  Jeffrey Constantino
Fund Strategy  Large Growth
Benchmark  Russell 1000 Growth TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2014-10-31
Return - 1 Month  2.48%
Return - 2 Months  0.61 %
Return - 3 Months  3.29%
Return - 6 Months  5.66 %
Return - 9 months  10.12 %
Return - 12 Months  12.24%
Annualized return 24 months  20.24 %
Annualized return 36 months  16.59 %
Annualized return 48 months  15.32 %
Annualized return 60 months  15.72 %
Return 120 months  8.74 %
Annualized return since Inception  8.49%
Return YTD  6.48%

Ratings

Morning Star Rating Date   2014-10-31
Morning Star Rating - 36 Months  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating
Morning Star Rating - 60 Months  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating
Morning Star Rating - 120 Months  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating
Morning Star Rating - Overall  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating

Charges

Maximum Managment Charge  0.33 %

Contact

Contact Address  MFS
Contact Address 2  111 Huntington Avenue
Contact Address 3  Boston, MA 02199
Contact city  Boston
Contact country  United States
Fund Admin Group  MFS
Web Address  www.mfs.com
Custodian  JPMorgan Chase Bank
Phone  +1 8779606077

Price

Last Price Date  2014-11-25
Pre-tax nav  25.82
Price change  $0.03
Price change (percentage)  0.12 %

Funds Disclaimer

© 2011 - Morningstar UK Limited. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed (save (i) as incidentally necessary in the course of viewing it on-line (ii) in the course of printing off single copies of web pages on which it appears for the use of those authorised to view it on-line), or adapted in any way (3) is not warranted to be accurate, complete or timely. This Morningstar-sourced information is provided to you by GFM Ltd and is at your own risk. You agree that Morningstar and or GFM Ltd are not responsible for any damages or losses arising from any use of this information and that the information must not be relied upon by you the user without appropriate verification. GFM Ltd informs you as follows: (i) The information provided should not form the sole basis of any investment decision (ii) no investment decision should be made in relation to any of the information provided other than on the advice of a professional financial advisor; (iii) past performance is no guarantee of future results; and (iv) the value and income derived from investments can go down as well as up.
For fund additions and/or data corrections please contact dataquestions@morningstar.com

Ratings Disclaimer

© 2010 - 2011 Morningstar UK Limited. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
For fund additions and/or data corrections please contact dataquestions@morningstar.com

All our data is licensed from Morningstar UK Ltd. Important legal information