A strong, repeatable process overseen by a capable and well-supported manager earns MFS New Discovery Morningstar Analyst Ratings of Silver and Bronze, depending on fees.
Will MNDBX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MNDBX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the MNDBX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of MNDBX’s parent organization’s priorities and whether they’re in line with investors’ interests.