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MFS New Discovery R4 MNDJX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See MFS Investment Hub

Morningstar’s Analysis MNDJX

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

  • People Pillar

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

Despite recent struggles, still a good option.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

MFS New Discovery remains a solid option for investors looking for small-cap growth exposure. Its seasoned manager steadily executes a well-thought-out approach. Recent performance has disappointed, but over the long run, it is still a compelling choice.

by Jack Shannon
Rated on Published on

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