MGTIX
MFS MA Investors Growth Stock-I
$46.21
-0.20 (-0.43%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 12955.851M |
| 52 Week High | 46.46 |
| 52 Week Low | 35.253 |
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Key Data
| Symbol | MGTIX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 46.21 |
| Price Yesterday | 46.41 |
| Market Cap | 12,955.85 |
| YTD Return | 12.62% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0046 |
Overview
| 52 Week High | 46.46 |
|---|---|
| 52 Week Low | 35.25 |
| Market Cap | 12,955.85M |
| Shares Outstanding | 280.37M |
| Income Dividend Yield | 0.56% |
| Long Term Dividend Yield | 3.00% |
| Short Term Dividend Yield | 0.15% |
| 52 Week Yield (All) | 3.71% |
Returns Annualized
| One Day | -66.36% |
|---|---|
| Five Days | 89.12% |
| One Months | 32.51% |
| Three Months | 21.95% |
| Six Months | 31.17% |
| Nine Months | 35.20% |
| One Year | 21.97% |
| Three Years | 7.82% |
| Five Years | 14.41% |
| Ten Years | 13.80% |
| YTD | 25.95% |
| Since Inception | 10.43% |
Returns Total
| One Day | -0.43% |
|---|---|
| Five Days | 1.27% |
| One Month | 2.26% |
| Three Months | 5.00% |
| Six Months | 14.27% |
| Nine Months | 25.05% |
| One Year | 21.95% |
| Three Years | 25.20% |
| Five Years | 95.68% |
| Ten Years | 263.06% |
| YTD | 12.62% |
| Since Inception | 1423.07% |
Yearly Returns
| 2024 | 12.62% |
|---|---|
| 2023 | 24.34% |
| 2022 | -19.03% |
| 2021 | 26.54% |
| 2020 | 22.72% |
| 2019 | 40.19% |
| 2018 | 1.04% |
| 2017 | 28.98% |
| 2016 | 6.42% |
| 2015 | 0.19% |
Risk against SP-DA
| Alpha | -6.27% |
|---|---|
| Beta | 0.98 |
| Correlation | 94.95% |
| Downside Deviation | 3.15% |
| Coefficient of determination | 90.15% |
| Standard Deviation | 3.32% |
| Sharpe Ratio | -0.59 |
| Sortino | -2.14 |
| Treynor | 16.94 |
| Ulcer Index | 3.15 |
| Ulcer Performance Index | -2.14 |