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MFS International New Discovery R1 MIDGX Fund Analysis

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

Morningstar’s Analysis MIDGX

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

  • People Pillar

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

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.

by William Samuel Rocco
Rated on Published on

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