MFS Massachusetts Investors Growth Stock Fund

Shareclass
MFS Massachusetts Inv Gr Stk R2 (MIRGX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund MFS Massachusetts Investors Growth Stock Fund

FUND COVERAGE
# of holdings51
% of assets94%
Score
56 / 100
Rank

84.5 percentile

Group: U.S. Large Cap Equity

Rank: #227 out of 1,462

Grade
A

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

27 / 40

Gender Equality: Equal Compensation and Work Life Balance

10 / 30

Gender Equality: Policies Promoting Gender Equality

19 / 20

Gender Equality: Commitment, Transparency, and Accountability

1 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Boston Scientific Corp
         % of fund invested: 0.89%
         $USD invested: $106.69M
  • 2. L'Oreal SA
         % of fund invested: 1.22%
         $USD invested: $146.39M
  • 3. Schneider Electric SE
         % of fund invested: 0.93%
         $USD invested: $110.66M
  • 4. Mastercard Inc Class A
         % of fund invested: 2.32%
         $USD invested: $277.26M
  • 5. Hilton Worldwide Holdings Inc
         % of fund invested: 1.72%
         $USD invested: $206.03M
  • 6. Accenture PLC Class A
         % of fund invested: 2.61%
         $USD invested: $312.71M
  • 7. PepsiCo Inc
         % of fund invested: 0.23%
         $USD invested: $28.02M
  • 8. Microsoft Corp
         % of fund invested: 15%
         $USD invested: $1.78B
  • 9. Lvmh Moet Hennessy Louis Vuitton SE
         % of fund invested: 1.05%
         $USD invested: $125.74M
  • 10. Starbucks Corp
         % of fund invested: 0.38%
         $USD invested: $45.21M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Graco Inc
         % of fund invested: 0.63%
         $USD invested: $75.47M
  • 2. Charles Schwab Corp
         % of fund invested: 1.23%
         $USD invested: $147.19M
  • 3. Canadian Pacific Kansas City Ltd
         % of fund invested: 0.75%
         $USD invested: $89.96M
  • 4. Hubbell Inc
         % of fund invested: 2.21%
         $USD invested: $264.1M
  • 5. Brookfield Asset Management Ltd Ordinary Shares - Class A
         % of fund invested: 1.01%
         $USD invested: $120.7M
  • 6. Ross Stores Inc
         % of fund invested: 1.36%
         $USD invested: $162.59M
  • 7. Steris PLC
         % of fund invested: 2.14%
         $USD invested: $256.57M
  • 8. Veeva Systems Inc Class A
         % of fund invested: 0.54%
         $USD invested: $64.35M
  • 9. Amphenol Corp Class A
         % of fund invested: 3.16%
         $USD invested: $378.39M
  • 10. Mettler-Toledo International Inc
         % of fund invested: 1.02%
         $USD invested: $122.55M

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund MFS Massachusetts Investors Growth Stock Fund

Totals

Holdings
Assets
Weight
Prisons
2
$2.05B
17%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
6
$2.91B
24%
     Borders high risk
0
$0
0%
Total
6
$2.91B
24%
Full fund results

Holdings — 6 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$1.78B
15%
Prisons
Borders :
$1.78B
15%
2.
Accenture PLC Class A
Borders
$312.71M
2.61%
Borders :
$312.71M
2.61%
3.
Alphabet Inc Class A
Prisons
Borders
$262.93M
2.2%
Prisons
Borders :
$262.93M
2.2%
4.
TransUnion
Borders
$249.37M
2.08%
Borders :
$249.37M
2.08%
5.
Salesforce Inc
Borders
$228.68M
1.91%
Borders :
$228.68M
1.91%
6.
Thermo Fisher Scientific Inc
Borders
$71.22M
0.6%
Borders :
$71.22M
0.6%
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