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Morningstar

MFS Global New Discovery C GLNCX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 19.33  /  −0.57 %
  • Total Assets 74.2 Mil
  • Adj. Expense Ratio
    2.100%
  • Expense Ratio 2.100%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Global Small/Mid Stock
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 29%

USD | NAV as of Apr 15, 2024 | 1-Day Return as of Apr 15, 2024, 11:13 PM GMT+0

Morningstar’s Analysis GLNCX

Will GLNCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GLNCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the GLNCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of GLNCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin MFS Global New Discovery C's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings GLNCX

More GLNCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Currency Cash CASH_USD

4.59 3.5 Mil
Cash and Equivalents

Howmet Aerospace Inc

2.47 1.9 Mil
Industrials

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Healthcare

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2.06 1.6 Mil
Industrials

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Consumer Defensive

ASM International NV

2.06 1.6 Mil
Technology

Westinghouse Air Brake Technologies Corp

1.92 1.5 Mil
Industrials

LKQ Corp

1.91 1.4 Mil
Consumer Cyclical

AUB Group Ltd

1.88 1.4 Mil
Financial Services

NS Solutions Corp

1.87 1.4 Mil
Technology