MFS New Discovery remains a solid option for investors looking for small-cap growth exposure. Its seasoned manager steadily executes a well-thought-out approach. Recent performance has disappointed, but over the long run, it is still a compelling choice.
MFS New Discovery R1 MNDGX
- NAV / 1-Day Return 14.19 / +0.71 %
- Total Assets 2.3 Bil
-
Adj. Expense Ratio
- Expense Ratio 2.040%
- Distribution Fee Level High
- Share Class Type Retirement, Small
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment —
- Status Open
- TTM Yield —
- Turnover 60%
USD | NAV as of May 03, 2024 | 1-Day Return as of May 03, 2024, 10:14 PM GMT+0
Morningstar’s Analysis MNDGX
Will MNDGX 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 18.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Currency Cash CASH_USD | 3.90 | 97.8 Mil | Cash and Equivalents |
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