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Morningstar

MFS International New Discovery R3 MIDHX

Morningstar Analyst Rating
Analyst rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 29.44  /  0.98 %
  • Total Assets 6.5 Bil
  • Adj. Expense Ratio
    1.280%
  • Expense Ratio 1.280%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Foreign Small/Mid Growth
  • Investment Style Mid Blend
  • Min. Initial Investment 0
  • Status Limited
  • TTM Yield 0.46%
  • Turnover 12%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:32 PM GMT+00:00

Morningstar’s Analysis MIDHX

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

People Pillar

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

Still more appealing than most rivals.

Senior Analyst

Summary

| by William Samuel Rocco

MFS International New Discovery remains an attractive foreign small/mid-cap vehicle for the long haul. Its three cheapest share classes retain their Morningstar Analyst Ratings of Silver; the A and R3 share classes are downgraded to Bronze from Silver owing to changes in the competitive landscape in its Morningstar Category peer group; and its four priciest share classes stay at Bronze. The strategy remains closed to most new investors.

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