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 29.87 / −0.30 %
- Total Assets 6.2 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 1.59%
- Turnover 9%
USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 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 10.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Currency Cash CASH_USD | 4.97 | 314.4 Mil | Cash and Equivalents |
NS Solutions Corp | 1.83 | 115.7 Mil | Technology |
OBIC Co Ltd | 1.44 | 90.8 Mil | Technology |
Symrise AG | 1.34 | 84.7 Mil | Basic Materials |
Dollarama Inc | 1.03 | 65.1 Mil | Consumer Defensive |
Gerresheimer AG | 1.01 | 63.7 Mil | Healthcare |
T Hasegawa Co Ltd | 0.92 | 57.9 Mil | Basic Materials |
Breedon Group PLC | 0.89 | 56.5 Mil | Basic Materials |
CTS Eventim AG & Co. KGaA | 0.85 | 53.9 Mil | Communication Services |
Cranswick PLC | 0.83 | 52.3 Mil | Consumer Defensive |