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MFS New Discovery B MNDBX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 14.10  /  −0.28 %
  • Total Assets 2.3 Bil
  • Adj. Expense Ratio
    2.040%
  • Expense Ratio 2.040%
  • Distribution Fee Level Above Average
  • Share Class Type
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1,000
  • Status Closed
  • TTM Yield
  • Turnover 60%

USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 10:15 PM GMT+0

Morningstar’s Analysis MNDBX

Will MNDBX outperform in future?

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

Despite recent struggles, still a good option.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

MFS New Discovery remains a solid option for investors looking for small-cap growth exposure. Its seasoned manager steadily executes a well-thought-out approach. Recent performance has disappointed, but over the long run, it is still a compelling choice.

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Portfolio Holdings MNDBX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 18.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Currency Cash CASH_USD

4.36 107.3 Mil
Cash and Equivalents

RB Global Inc

2.06 50.7 Mil
Industrials

Summit Materials Inc Class A

2.00 49.2 Mil
Basic Materials

GFL Environmental Inc

1.85 45.4 Mil
Industrials

Jacobs Solutions Inc

1.81 44.6 Mil
Industrials

nVent Electric PLC

1.79 44.1 Mil
Industrials

KBR Inc

1.77 43.5 Mil
Industrials

CACI International Inc Class A

1.75 43.2 Mil
Technology

Crane Co

1.71 42.2 Mil
Industrials

Onto Innovation Inc

1.70 41.7 Mil
Technology