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MFS New Discovery A MNDAX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 21.30  /  0.37 %
  • Total Assets 2.2 Bil
  • Adj. Expense Ratio
    1.240%
  • Expense Ratio 1.240%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield
  • Turnover 58%

Morningstar’s Analysis MNDAX

Will MNDAX outperform in future?

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

Long-run winner.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

A seasoned manager oversees a well-articulated and consistently executed strategy on MFS New Discovery, earning it Morningstar Medalist Ratings of Silver and Bronze, depending on share class fees.

Rated on Published on

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Portfolio Holdings MNDAX

  • Current Portfolio Date
  • Equity Holdings 109
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 18.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Currency Cash CASH_USD

4.91
117,007,829
Cash and Equivalents
2.24
53,339,278
Industrials
2.14
51,032,441
Industrials
1.94
46,112,640
Technology
1.86
44,242,531
Industrials
1.85
44,136,246
Energy
1.85
44,019,587
Energy
1.81
43,044,544
Industrials
1.80
42,803,652
Technology

Stag Industrial Inc

1.71
40,754,731
Real Estate