MFS New Discovery is a well-defined and well-executed strategy run by a capable manager. It earns Morningstar Analyst Ratings of Silver and Bronze, depending on share class fees.
Will MNDCX 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 MNDCX’s performance objective and investment process is for both security selection and portfolio construction.
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.
The Parent Pillar is our rating of MNDCX’s parent organization’s priorities and whether they’re in line with investors’ interests.