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MFS International New Discovery R3 MIDHX

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%

Morningstar’s Analysis MIDHX

Will MIDHX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Still more appealing than most rivals.

Senior Analyst

Summary

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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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