MFS International New Discovery, which includes a US mutual fund as well as separately managed accounts, and which remains closed to most new investors, remains an appealing foreign smaller-cap vehicle for long-term investors.
MFS International New Discovery Fund Class R4 MIDJX
- NAV / 1-Day Return 33.40 / −0.86 %
- Total Assets 7.5B
-
Adj. Expense Ratio
1.030%
- Expense Ratio 1.030%
- Distribution Fee Level Above Average
- Share Class Type Retirement, Large
- Category Foreign Small/Mid Growth
- Investment Style Mid Blend
- Min. Initial Investment 0
- Status Limited
- TTM Yield 1.60%
- Turnover 17%
USD | NAV as of Jun 11, 2026 | 1-Day Return as of Jun 11, 2026, 1:35 AM GMT+0
Morningstar’s Analysis MIDJX
Will MIDJX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the MIDJX 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 MIDJX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 10.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
ASMPT Ltd | 1.68 | 130M | Technology |
Agnico Eagle Mines Ltd | 1.14 | 88M | Basic Materials |
OBIC Co Ltd | 1.11 | 86M | Technology |
Italgas SpA | 1.09 | 84M | Utilities |
Symrise AG | 1.08 | 84M | Basic Materials |
GEA Group AG | 0.94 | 72M | Industrials |
Tripod Technology Corp | 0.92 | 71M | Technology |
Techtronic Industries Co Ltd | 0.91 | 70M | Industrials |
Dollarama Inc | 0.89 | 69M | Consumer Defensive |
FinecoBank SpA | 0.89 | 69M | Financial Services |