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MFS New Discovery I MNDIX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 29.19  /  0.31 %
  • Total Assets 2.4 Bil
  • Adj. Expense Ratio
    1.040%
  • Expense Ratio 1.040%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 60%

Morningstar’s Analysis MNDIX

Will MNDIX 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 MNDIX

  • Current Portfolio Date
  • Equity Holdings 110
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 18.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Currency Cash CASH_USD

2.84
68,405,522
Cash and Equivalents
2.12
51,091,330
Industrials
2.08
50,063,805
Basic Materials
1.91
46,051,352
Technology
1.85
44,697,838
Industrials
1.85
44,613,772
Technology
1.77
42,595,168
Industrials
1.74
41,936,582
Industrials
1.72
41,454,128
Technology
1.71
41,195,893
Industrials