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Morningstar

MFS International New Discovery R1 MIDGX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 26.97  /  0.11 %
  • Total Assets 6.2 Bil
  • Adj. Expense Ratio
    2.030%
  • Expense Ratio 2.030%
  • Distribution Fee Level High
  • Share Class Type Retirement, Small
  • Category Foreign Small/Mid Growth
  • Investment Style Mid Blend
  • Min. Initial Investment —
  • Status Limited
  • TTM Yield —
  • Turnover 9%

USD | NAV as of Nov 28, 2023 | 1-Day Return as of Nov 28, 2023, 11:18 PM GMT+0

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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Portfolio Holdings MIDGX

More MIDGX Holdings
  • Current Portfolio Date
  • Equity Holdings 365
  • Bond Holdings 0
  • Other Holdings 12
  • % Assets in Top 10 Holdings 11.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Currency Cash CASH_USD

4.14
240,509,463
Cash and Equivalents

NS Solutions Corp

1.80
104,475,545
Technology

OBIC Co Ltd

1.48
86,220,440
Technology

Symrise AG

1.47
85,159,406
Basic Materials

T Hasegawa Co Ltd

1.12
65,246,260
Basic Materials

Verallia

1.02
59,022,493
Consumer Cyclical

Sodexo

1.01
58,484,314
Industrials

Dollarama Inc

0.99
57,493,126
Consumer Defensive

Gerresheimer AG

0.85
49,213,533
Healthcare

Breedon Group PLC

0.77
44,908,997
Basic Materials