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MFS New Discovery R1 MNDGX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 14.42  /  +0.35 %
  • Total Assets 2.4 Bil
  • Adj. Expense Ratio
    2.040%
  • Expense Ratio 2.040%
  • Distribution Fee Level High
  • Share Class Type Retirement, Small
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 60%

USD | NAV as of Apr 11, 2024 | 1-Day Return as of Apr 11, 2024, 10:17 PM GMT+0

Morningstar’s Analysis MNDGX

Will MNDGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Long-run winner.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

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.

Rated on Published on

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Portfolio Holdings MNDGX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 18.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Currency Cash CASH_USD

4.36 107.3 Mil
Cash and Equivalents

RB Global Inc

2.06 50.7 Mil
Industrials

Summit Materials Inc Class A

2.00 49.2 Mil
Basic Materials

GFL Environmental Inc

1.85 45.4 Mil
Industrials

Jacobs Solutions Inc

1.81 44.6 Mil
Industrials

nVent Electric PLC

1.79 44.1 Mil
Industrials

KBR Inc

1.77 43.5 Mil
Industrials

CACI International Inc Class A

1.75 43.2 Mil
Technology

Crane Co

1.71 42.2 Mil
Industrials

Onto Innovation Inc

1.70 41.7 Mil
Technology