Morningstar

MFS New Discovery Fund Class R4 MNDJX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 35.53  /  −0.59 %
  • Total Assets 2.1B
  • Adj. Expense Ratio
    0.960%
  • Expense Ratio 1.020%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 68%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:11 AM GMT+0

Morningstar’s Analysis MNDJX

Will MNDJX outperform in the 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.

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 Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MNDJX

More MNDJX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Currency Cash CASH_USD

3.88 83M
Cash and Equivalents

Advanced Energy Industries Inc

2.35 50M
Industrials

Littelfuse Inc

2.19 47M
Technology

TTM Technologies Inc

1.99 43M
Technology

Element Solutions Inc

1.93 41M
Basic Materials

Ligand Pharmaceuticals Inc

1.91 41M
Healthcare

CACI International Inc Class A

1.87 40M
Technology

Leonardo DRS Inc

1.77 38M
Industrials

Bloom Energy Corp Class A

1.67 36M
Industrials

Bio-Techne Corp

1.64 35M
Healthcare

Sponsor Center