MNDHX – Fund Analysis – MFS New Discovery R3 | Morningstar

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Will MNDHX outperform in the future?

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

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MNDHX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the MNDHX 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 MNDHX’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 Apr 27, 2026 Published on Apr 27, 2026

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