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MFS International New Discovery R3 MIDHX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 29.90  /  +0.88 %
  • Total Assets 6.3 Bil
  • Adj. Expense Ratio
    1.310%
  • Expense Ratio 1.310%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Foreign Small/Mid Growth
  • Investment Style Mid Blend
  • Min. Initial Investment
  • Status Limited
  • TTM Yield 1.66%
  • Turnover 9%

USD | NAV as of Feb 22, 2024 | 1-Day Return as of Feb 22, 2024, 11:17 PM GMT+0

Morningstar’s Analysis MIDHX

Will MIDHX 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.

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Portfolio Holdings MIDHX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 11.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Currency Cash CASH_USD

1.99 128.8 Mil
Cash and Equivalents

NS Solutions Corp

1.81 117.2 Mil
Technology

OBIC Co Ltd

1.55 100.2 Mil
Technology

Symrise AG

1.41 91.2 Mil
Basic Materials

T Hasegawa Co Ltd

0.99 64.2 Mil
Basic Materials

Sodexo

0.97 63.0 Mil
Industrials

Dollarama Inc

0.94 60.7 Mil
Consumer Defensive

Gerresheimer AG

0.88 56.7 Mil
Healthcare

Breedon Group PLC

0.86 56.0 Mil
Basic Materials

Verallia

0.86 55.8 Mil
Consumer Cyclical