Morningstar

MFS New Discovery Fund Class R6 MNDKX

Morningstar Medalist Rating
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Medalist Rating as of See MFS Investment Hub
  • NAV / 1-Day Return $39.32  /  +1.29 %
  • Fund Size $2.0B
  • Adjusted Expense Ratio 0.850%
  • Net Expense Ratio 0.890%
  • Fee Level: Distribution Average
  • Share Class Type Retirement, Large
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 68%
NAV and 1-Day Return as of

Morningstar’s Analysis MNDKX

Will MNDKX outperform in the future?

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

  • Process Pillar

    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.

  • People Pillar

    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.

  • Parent Pillar

    The Parent Pillar is our rating of MNDKX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Still a strong small-growth vehicle for the long haul.

Senior Analyst William Samuel Rocco

William Samuel Rocco

Senior Analyst

Summary

MFS New Discovery’s strengths remain intact, and it retains its Above Average People and Process Pillar ratings.

by William Samuel Rocco
Rated on Published on

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Portfolio Holdings MNDKX

More MNDKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Currency Cash CASH_USD

4.10 88M
Cash and Equivalents

CACI International Inc Class A

2.53 54M
Technology

Ligand Pharmaceuticals Inc

2.33 50M
Healthcare

Merit Medical Systems Inc

2.10 45M
Healthcare

Charles River Laboratories International Inc

1.96 42M
Healthcare

The Chefs' Warehouse Inc

1.90 41M
Consumer Defensive

Waystar Holding Corp

1.64 35M
Healthcare

Moog Inc Class A

1.64 35M
Industrials

Advanced Energy Industries Inc

1.63 35M
Industrials

SSR Mining Inc

1.62 35M
Basic Materials

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