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Morningstar

MFS New Discovery R1 MNDGX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 13.79  /  1.92 %
  • Total Assets 2.5 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 1.990%
  • Distribution Fee Level High
  • Share Class Type Retirement, Small
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 58%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:55 PM GMT+00:00

Morningstar’s Analysis MNDGX

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

People Pillar

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

Still appealing despite recent choppiness.

Senior Analyst

Summary

| by Jack Shannon

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.

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