MFS New Discovery's skilled and well-resourced manager continues to execute well, lifting the Morningstar Analyst Rating of the strategy’s cheapest shares to Silver. Its pricier shares remain Bronze.
Will MNDKX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MNDKX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the MNDKX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of MNDKX’s parent organization’s priorities and whether they’re in line with investors’ interests.