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MFS Global New Discovery A GLNAX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 22.63  /  −0.04 %
  • Total Assets 77.5 Mil
  • Adj. Expense Ratio
    1.350%
  • Expense Ratio 1.350%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Global Small/Mid Stock
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield
  • Turnover 29%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 11:50 PM GMT+0

Morningstar’s Analysis GLNAX

Will GLNAX outperform in future?

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

A sound investment process and strong management team underpin MFS Global New Discovery A's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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Portfolio Holdings GLNAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 20.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Currency Cash CASH_USD

4.59 3.5 Mil
Cash and Equivalents

Howmet Aerospace Inc

2.47 1.9 Mil
Industrials

Icon PLC

2.14 1.6 Mil
Healthcare

GFL Environmental Inc

2.06 1.6 Mil
Industrials

Cranswick PLC

2.06 1.6 Mil
Consumer Defensive

ASM International NV

2.06 1.6 Mil
Technology

Westinghouse Air Brake Technologies Corp

1.92 1.5 Mil
Industrials

LKQ Corp

1.91 1.4 Mil
Consumer Cyclical

AUB Group Ltd

1.88 1.4 Mil
Financial Services

NS Solutions Corp

1.87 1.4 Mil
Technology