Massachusetts Investors Growth Stock Fund Share Class - 529C (EMICX)
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Massachusetts Investors Growth Stock Fund Share Class - 529C
Massachusetts Investors Gr Stock Fund
111 Huntington Avenue, 24th Floor
Boston, MA 2199
800-225-2606
Management information
Jeffrey C. Constantino,Lead manager since 15 November 2006
Jeffrey C. Constantino is a portfolio manager, and was an equity research analyst for 5 years until he was promoted to his current position at Massachusetts Financial Services Company in 2005. Prior to joining MFS in 2000, he was employed as a financial consultant in mergers and acquisitions for Arthur Andersen LLP. Constantino holds the Chartered Financial Analyst designation and Certified Public Accountant designation.
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryLarge Growth
Fund familyMFS
Net assets11.09B
YTD return-9.22%
Yield0.00%
Morningstar rating★★★
Inception date30 July 2002
Fund operations
Last dividend0.00
Last cap gain0.00
Holdings turnoverN/A
Average for categoryN/A
Fees and expenses
ExpenseEMICXCategory average
Annual report expense ratio (net)1.51%0.99%
Prospectus net expense ratio1.51%N/A
Prospectus gross expense ratio1.51%N/A
Max 12b1 fee1.00%N/A
Max front end sales loadN/A5.36%
Max deferred sales load1.00%1.33%
3-yr expense projection477N/A
5-yr expense projection824N/A
10-yr expense projection1,599N/A
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