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MFS International New Discovery B MIDBX Fund Analysis

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

Morningstar’s Analysis MIDBX

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

  • People Pillar

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

Still appealing overall.

Senior Analyst William Samuel Rocco

William Samuel Rocco

Senior Analyst

Summary

MFS International New Discovery, which includes a US mutual fund as well as a US separately managed account and which remains closed to most new investors, continues to be a good foreign smaller-cap vehicle for the long haul.

by William Samuel Rocco
Rated on Published on

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