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 12.82 / 0.08 %
- Total Assets 2.2 Bil
-
Adj. Expense Ratio
1.990%
- Expense Ratio 1.990%
- Distribution Fee Level Average
- Share Class Type Level Load
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield —
- Turnover 58%
Morningstar’s Analysis MNDCX
Will MNDCX 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 108
- Bond Holdings 0
- Other Holdings 2
- % Assets in Top 10 Holdings 18.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
Currency Cash CASH_USD
4.87
121,700,026
Cash and Equivalents