Morningstar

MFS New Discovery Fund Class C MNDCX

Morningstar Medalist Rating
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Medalist Rating as of See MFS Investment Hub
  • NAV / 1-Day Return$18.55  /  −2.06%
  • Fund Size$2.0B
  • Adjusted Expense Ratio1.960%
  • Net Expense Ratio1.960%
  • Fee Level: DistributionAverage
  • Share Class TypeLevel Load
  • Morningstar CategorySmall Growth
  • Equity Style Box (Funds)Small Growth
  • Minimum Initial Investment$1,000
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio95%
NAV and 1-Day Return as of

Morningstar’s Analysis MNDCX

Will MNDCX outperform in the 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 MNDCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Still a strong small-growth vehicle for the long haul.

Senior Analyst William Samuel Rocco

William Samuel Rocco

Senior Analyst

Summary

MFS New Discovery’s strengths remain intact, and it retains its Above Average People and Process Pillar ratings.

by William Samuel Rocco
Rated on Published on

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Portfolio Holdings MNDCX

More MNDCX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings19.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Consumer Defensive

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Healthcare

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Healthcare

Finning International Inc

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Industrials

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