MIDGX – MFS International New Discovery R1 Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation. The fund normally invests its assets primarily in foreign equity securities, including emerging market equity securities. Equity securities include common stocks, depositary receipts, and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. The fund may invest a significant percentage of the fund's assets in issuers in a single industry, sector, country, or region.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
MWNIX	MFS International New Discovery Fund Class I	Institutional	Limited			Oct 9, 1997	$361.89M	1.030%	Average	$0	−$91.63M
MIDAX	MFS International New Discovery Fund Class A	Front Load	Limited			Oct 9, 1997	$446.10M	1.280%	Average	$1,000	−$62.93M
MIDBX	MFS International New Discovery Fund Class B	Deferred Load	Closed			Oct 2, 2000	$67,513.00	2.030%	Low	$1,000	−$247,205.89
MIDCX	MFS International New Discovery Fund Class C	Level Load	Limited			Oct 2, 2000	$2.35M	2.030%	Average	$1,000	−$2.16M
MIDJX	MFS International New Discovery Fund Class R4	Retirement, Large	Limited			Apr 1, 2005	$30.97M	1.030%	Above Average	$0	−$45.17M
MIDLX	MFS International New Discovery Fund Class R6	Retirement, Large	Limited			Jun 1, 2012	$6.40B	0.910%	Low	$0	$171.20M
MIDRX	MFS International New Discovery Fund Class R2	Retirement, Medium	Limited			Oct 31, 2003	$12.83M	1.530%	Below Average	$0	−$2.34M
MIDHX	MFS International New Discovery Fund Class R3	Retirement, Medium	Limited			Apr 1, 2005	$36.64M	1.280%	Low	$0	−$24.52M
MIDGX	MFS International New Discovery Fund Class R1	Retirement, Small	Limited			Apr 1, 2005	$1.24M	2.030%	High	$0	−$142,764.23

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