Morningstar

MFS Global New Discovery Fund Class R3 GLNLX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See MFS Investment Hub

Morningstar’s Analysis GLNLX

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

  • People Pillar

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

A compelling global small- and mid-cap quality-growth strategy.

Director Eva Cook

Eva Cook

Director

Summary

MFS Global New Discovery effectively leverages the firm’s extensive research resources in this well-executed global small- and mid-cap equity strategy. The four comanagers—Peter Fruzzetti, Michael Grossman, Sandeep Mehta, and Eric Braz—were all promoted internally from analyst roles, reflecting MFS’ strong development culture. They offer broad sector expertise, deep industry knowledge, and the ability to draw on a global platform of circa 75 analysts. Portfolio construction is a shared responsibility, but each manager contributes distinct insights. Fruzzetti and Grossman bring long tenure, while Mehta and Braz joined at the end of 2019. Decisions are made unanimously, ensuring only the team’s highest-conviction ideas advance.

by Eva Cook
Rated on Published on

Unlock our full analysis with Morningstar Investor

Sponsor Center