Lionel Gomez will join this foreign small/mid growth fund’s management team as a comanager on March 31, 2021. Gomez has a solid resume. He had several years of portfolio-management experience when he joined MFS in 2013; he has served as an equity specialist and worked closely with a variety of MFS managers during his time at the firm; and he currently serves as the capital-goods sector leader on the firm’s emerging-markets research strategy.
MFS International New Discovery 529A EAIDX
NAV / 1-Day Return
34.99
/
0.96
%
Total Assets
7.7 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
23.41
years
Category
Foreign Small/Mid Growth
Investment Style
Mid GrowthMin. Initial Investment
250
Status
Open
TTM Yield
0.12%
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.
New Comanager Will Join Strong Team at MFS International New Discovery; Ratings Unchanged
