Skip to Content

MFS International New Discovery B MIDBX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 30.13  /  +0.07 %
  • Total Assets 6.4 Bil
  • Adj. Expense Ratio
    2.060%
  • Expense Ratio 2.060%
  • Distribution Fee Level Low
  • Share Class Type
  • Category Foreign Small/Mid Growth
  • Investment Style Mid Blend
  • Min. Initial Investment 1,000
  • Status Closed
  • TTM Yield 0.43%
  • Turnover 9%

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:16 PM GMT+0

Morningstar’s Analysis MIDBX

Will MIDBX outperform in future?

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

Still attractive.

Senior Analyst William Samuel Rocco

William Samuel Rocco

Senior Analyst

Summary

MFS International New Discovery’s modified management team is strong, and its other positive features are still intact. The strategy, which is closed to most new investors, remains a good source of foreign small/mid-cap exposure.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MIDBX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 10.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Currency Cash CASH_USD

5.51 354.0 Mil
Cash and Equivalents

NS Solutions Corp

1.58 101.2 Mil
Technology

Symrise AG

1.56 100.0 Mil
Basic Materials

OBIC Co Ltd

1.29 83.1 Mil
Technology

Dollarama Inc

1.00 64.1 Mil
Consumer Defensive

Gerresheimer AG

0.96 61.7 Mil
Healthcare

T Hasegawa Co Ltd

0.87 55.8 Mil
Basic Materials

Cranswick PLC

0.87 55.7 Mil
Consumer Defensive

Breedon Group PLC

0.85 54.5 Mil
Basic Materials

Sodexo

0.81 52.2 Mil
Industrials