MFS International New Discovery’s modified management team is strong, and its other positive features are still intact. The strategy, which is closed to most new investors, remains a good source of foreign small/mid-cap exposure.
MFS International New Discovery R3 MIDHX
- NAV / 1-Day Return 30.51 / +0.89 %
- Total Assets 6.3 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.310%
- Distribution Fee Level Low
- Share Class Type Retirement, Medium
- Category Foreign Small/Mid Growth
- Investment Style Mid Blend
- Min. Initial Investment —
- Status Limited
- TTM Yield 1.63%
- Turnover 9%
USD | NAV as of May 03, 2024 | 1-Day Return as of May 03, 2024, 10:17 PM GMT+0
Morningstar’s Analysis MIDHX
Will MIDHX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 10.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Currency Cash CASH_USD | 5.51 | 354.0 Mil | Cash and Equivalents |
NS Solutions Corp | 1.58 | 101.2 Mil | Technology |
Symrise AG | 1.56 | 100.0 Mil | Basic Materials |
OBIC Co Ltd | 1.29 | 83.1 Mil | Technology |
Dollarama Inc | 1.00 | 64.1 Mil | Consumer Defensive |
Gerresheimer AG | 0.96 | 61.7 Mil | Healthcare |
T Hasegawa Co Ltd | 0.87 | 55.8 Mil | Basic Materials |
Cranswick PLC | 0.87 | 55.7 Mil | Consumer Defensive |
Breedon Group PLC | 0.85 | 54.5 Mil | Basic Materials |
Sodexo | 0.81 | 52.2 Mil | Industrials |