Nick Spratt will join MFS International New Discovery’s management team as a comanager on Sept. 1, 2021. Spratt has a solid resume. He had ample investment experience--including four years of portfolio-management experience--when he joined MFS in 2017, and he has served as an equity analyst and worked closely with a variety of MFS managers during his time at the firm. Jose Luis Garcia, who has been a comanager since 2007 and is responsible for stock selection in Latin America, will retire from MFS and give up his role on this fund on April 15, 2023.
MFS International New Discovery 529A EAIDX
NAV / 1-Day Return
38.05
/
0.21
%
Total Assets
8.4 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.340%
Expense Ratio
1.340%
Fee Level
Below Average
Longest Manager Tenure
16.57
years
Category
Foreign Small/Mid Growth
Investment Style
Mid BlendMin. Initial Investment
250
Status
Open
TTM Yield
0.11%
Turnover
25%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will EAIDX outperform in 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 EAIDX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the EAIDX 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 EAIDX’s parent organization’s priorities and whether they’re in line with investors’ interests.
MFS International New Discovery’s Ratings Unaffected by Future Team Changes
