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Morningstar

MFS International New Discovery R2 MIDRX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 30.33  /  +0.90 %
  • Total Assets 6.3 Bil
  • Adj. Expense Ratio
    1.560%
  • Expense Ratio 1.560%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Foreign Small/Mid Growth
  • Investment Style Mid Blend
  • Min. Initial Investment —
  • Status Limited
  • TTM Yield 1.43%
  • Turnover 9%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis MIDRX

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

  • People Pillar

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

Still appealing overall.

Senior Analyst William Samuel Rocco

William Samuel Rocco

Senior Analyst

Summary

MFS International New Discovery, which includes a US mutual fund as well as a US separately managed account and which remains closed to most new investors, continues to be a good foreign smaller-cap vehicle for the long haul.

by William Samuel Rocco
Rated on Published on

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Portfolio Holdings MIDRX

More MIDRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Currency Cash CASH_USD

3.49 218.0 Mil
Cash and Equivalents

Symrise AG

1.65 102.9 Mil
Basic Materials

NS Solutions Corp

1.31 81.7 Mil
Technology

Dollarama Inc

1.23 76.9 Mil
Consumer Defensive

OBIC Co Ltd

1.14 71.1 Mil
Technology

Cranswick PLC

0.98 61.4 Mil
Consumer Defensive

Gerresheimer AG

0.95 59.1 Mil
Healthcare

T Hasegawa Co Ltd

0.93 58.1 Mil
Basic Materials

Sodexo

0.89 55.8 Mil
Industrials

Breedon Group PLC

0.88 55.0 Mil
Basic Materials