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Morningstar

MFS Global New Discovery R1 GLNJX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 19.00  /  −0.42 %
  • Total Assets 72.9 Mil
  • Adj. Expense Ratio
    2.100%
  • Expense Ratio 2.100%
  • Distribution Fee Level High
  • Share Class Type Retirement, Small
  • Category Global Small/Mid Stock
  • Investment Style Mid Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 29%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

Morningstar’s Analysis GLNJX

Will GLNJX 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 GLNJX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the GLNJX 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 GLNJX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin MFS Global New Discovery R1'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 most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings GLNJX

More GLNJX Holdings
  • 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