Fund Research for MFS Massachusetts Investors Gr Stk 529C (EMICX)

  • Fund Overview

    Fund Inception Date: Jul 31, 2002
    Category: Large Growth
    Overall Risk: Below Average
    Fund Family: MFS
    Return Since Inception: 2.56%
    YTD Return: 34.58%
    Yield (TTM): 0.00%
    Net Assets: 1.26 M
    Morningstar Rating:
    3 of 5

    The investment seeks capital appreciation. The fund normally invests at least 80% of net assets in equity securities. It may invest in foreign securities. While the fund may invest the funds assets in companies of any size, it generally focuses on companies with large capitalizations.

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    Size
    Average Market Cap $34,773 M
    Market Capitalization Portfolio
    Giant 47.00%
    Large 40.51%
    Medium 12.49%
    Small 0.00%
    Micro 0.00%
    Morningstar Rating as of 10/31/2009
    YTD Returns as of 11/30/2009    		 Style Box Detail calculations do not include the fund's short positions (if any)

  • Fund Performance

    10 year Growth Chart
    Growth of $10,000 from 07/31/2002 to 10/31/2009
    Mouseover the chart to see values for each month.

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    Total Annualized Returns

    YTD 1 year 3 year 5 year 10 year Since Inception
    Fund 34.58% 35.38% -2.38% 1.27% -2.66% 2.56%
    +/- Category 3.37% 1.34% 1.56% 0.06% -1.20% —
    +/- S&P 500 TR 10.99% 9.27% 3.09% 0.79% -0.95% —

    Standardized Annual Returns

    YTD 1 year 3 year 5 year 10 year Since Inception
    Month (as of 10/31/2009) 26.55% 17.39% -3.43% 0.95% -2.66% 2.56%
    Quarter (as of 09/30/2009) 27.60% -3.12% -2.32% 1.61% — 2.70%
    Fund and Category YTD, 1yr, 3yr and 5yr Returns as of 11/30/2009
    Index YTD,1yr, 3ys and 5yr Returns as of 11/30/2009 10 yr and Since Inception Returns as of 10/31/2009
    Inception Date: 07/31/2002
    Ratings are based on risk-adjusted performance.
    View Total Returns

  • Fund Portfolio Profile

    Sector Breakdown

    Stocks
    Information 24.76%
    Service 40.41%
    Manufacturing 33.29%

    Asset Allocation

    Short Long Net Assets
    Cash — 1.55% 1.55%
    Stocks — 98.45% 98.45%
    Bonds — 0.00% 0.00%
    Other — 0.00% 0.00%
    Foreign Stocks
    (as a % of assets)    		 — 9.46% 9.46%
    Data as of 09/30/2009 Data as of 09/30/2009 View Fund Portfolio

    Top 10 Holdings

    Sector P/E Return as of 10/31/2009 Net Assets
    - CISCO SYS INC (CSCO) Hardware 23.88 40.55% 4.55%
    + ACCENTURE PLC IRELAND (ACN) Business Services 16.82 18.60% 4.23%
    - ORACLE CORP (ORCL) Software 20.07 18.67% 3.55%
    - MASTERCARD INC (MA) Business Services 22.45 53.68% 3.29%
    - GOOGLE INC (GOOG) Telecom 37.66 74.64% 3.24%
    + NIKE INC (NKE) Consumer Goods 21.35 24.33% 3.12%
    - PROCTER & GAMBLE CO (PG) Consumer Goods 17.37 -2.46% 3.03%
    - UNITED TECHNOLOGIES CORP (UTX) Industrial Materials 16.05 20.07% 3.02%
    - CVS CAREMARK CORPORATION (CVS) Consumer Services 11.79 24.34% 2.97%
    - DANAHER CORP DEL (DHR) Industrial Materials 21.89 22.01% 2.86%
    + Increase - Decrease = No change * New since last portfolio
    Top 10 holdings account for the fund's short positions (if any). Net short positions appear shaded.
    P/E as of 11/30/2009
    All other data as of 09/30/2009
    View Fund Portfolio

  • Sales Information

    Sales Charge %

    Initial —
    Deferred 1.00%
    Taken from prospectus dated 04/01/2009
    Expense Ratio (based on net assets) 1.75%
    Taken from annual report dated 11/30/2008

  • Fund Management