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MIGFX MFS Massachusetts Inv Gr Stk A

14 lower fee alternatives found

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Fund MIGFX MFS Massachusetts Inv Gr Stk A VOOG Vanguard S&P 500 Growth ETF SPYG SPDR® S&P 500 Growth ETF  
100% 93% 93%
Annual Fees
(0.74% Exp. Ratio)
(0.15% Exp. Ratio)
(0.15% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$41,493.61 $49,567.29 $49,567.29
Est. savings over 30 yrs +$8,073.68 +$8,073.68
As of 9/30/16
1 YR RETURN 14.56%
3 YR 9.77%
5 YR 14.73%
10 YR 8.23%
1 YR RETURN 14.59%
3 YR 12.60%
5 YR 16.65%
10 YR --
1 YR RETURN 14.56%
3 YR 12.55%
5 YR 16.57%
10 YR 9.05%
The investment seeks capital appreciation. The fund normally invests at least 80% of the fund's net assets in stocks. Stocks include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. The advisor focuses on investing the fund's assets in the stocks of companies its advisor believes to have above average earnings growth potential compared to other companies (growth companies).
The investment seeks to track the performance of a benchmark index that measures the investment return of large-capitalization growth stocks in the United States. The fund employs an indexing investment approach designed to track the performance of the S&P 500® Growth Index, which represents the growth companies, as determined by the index sponsor, of the S&P 500 Index. The index measures the performance of large-capitalization growth stocks in the United States.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P 500 Growth Index that tracks the performance of large capitalization exchange traded U.S. equity securities exhibiting "growth" characteristics. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index measures the performance of the large-capitalization growth segment of the U.S. equity market. It is non-diversified.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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