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MFS Global New Discovery R3 GLNLX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 22.64  /  +1.03 %
  • Total Assets 76.7 Mil
  • Adj. Expense Ratio
    1.350%
  • Expense Ratio 1.350%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Global Small/Mid Stock
  • Investment Style Mid Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 29%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:15 PM GMT+0

Morningstar’s Analysis GLNLX

Will GLNLX outperform in future?

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

A strong management team and sound investment process underpin MFS Global New Discovery R3'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 second-costliest quintile among peers.

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Portfolio Holdings GLNLX

  • 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

Icon PLC

2.14 1.6 Mil
Healthcare

GFL Environmental Inc

2.06 1.6 Mil
Industrials

Cranswick PLC

2.06 1.6 Mil
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