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.
- NAV / 1-Day Return 21.30 / 0.37 %
- Total Assets 2.2 Bil
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Adj. Expense Ratio
- 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.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 109
- Bond Holdings 0
- Other Holdings 2
- % Assets in Top 10 Holdings 18.9