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.
MFS New Discovery I MNDIX Fund Analysis
Morningstar’s Fund Analysis MNDIX
Will MNDIX 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 MNDIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the MNDIX 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 MNDIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Still appealing despite recent choppiness.
