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Morningstar

MFS Global New Discovery R6 GLNNX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 22.15  /  −0.23 %
  • Total Assets 73.2 Mil
  • Adj. Expense Ratio
    1.010%
  • Expense Ratio 1.010%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Global Small/Mid Stock
  • Investment Style Mid Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 29%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:14 PM GMT+0

Morningstar’s Analysis GLNNX

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

  • People Pillar

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

A sound investment process and strong management team underpin MFS Global New Discovery R6's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings GLNNX

More GLNNX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Currency Cash CASH_USD

3.38 2.6 Mil
Cash and Equivalents

Howmet Aerospace Inc

2.29 1.8 Mil
Industrials

Icon PLC

2.19 1.7 Mil
Healthcare

Cranswick PLC

2.15 1.7 Mil
Consumer Defensive

Westinghouse Air Brake Technologies Corp

1.93 1.5 Mil
Industrials

GFL Environmental Inc

1.93 1.5 Mil
Industrials

LKQ Corp

1.91 1.5 Mil
Consumer Cyclical

Melrose Industries PLC

1.87 1.4 Mil
Industrials

AUB Group Ltd

1.81 1.4 Mil
Financial Services

NS Solutions Corp

1.78 1.4 Mil
Technology