MNDJX – MFS New Discovery R4 Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation. The fund normally invests the fund's assets primarily in equity securities. Equity securities include common stocks, depositary receipts, and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. The advisor focuses on investing the fund's assets in the stocks of companies the advisor believes to have above average earnings growth potential compared to other companies (growth companies).

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
MNDIX	MFS New Discovery Fund Class I	Institutional	Open			Jan 2, 1997	$206.10M	0.960%	Above Average	—	−$66.63M
MNDAX	MFS New Discovery Fund Class A	Front Load	Open			Jan 2, 1997	$758.26M	1.210%	Average	$1,000	−$96.01M
MNDBX	MFS New Discovery Fund Class B	Deferred Load	Closed			Nov 3, 1997	$507,795.00	1.960%	Average	$1,000	−$982,130.07
MNDCX	MFS New Discovery Fund Class C	Level Load	Open			Nov 3, 1997	$14.21M	1.960%	Average	$1,000	−$3.86M
MNDJX	MFS New Discovery Fund Class R4	Retirement, Large	Open			Apr 1, 2005	$28.57M	0.960%	High	$0	−$1.19M
MNDKX	MFS New Discovery Fund Class R6	Retirement, Large	Open			Jun 1, 2012	$944.94M	0.850%	Average	$0	−$163.97M
MNDRX	MFS New Discovery Fund Class R2	Retirement, Medium	Limited			Oct 31, 2003	$13.32M	1.460%	Above Average	$0	−$1.99M
MNDHX	MFS New Discovery Fund Class R3	Retirement, Medium	Open			Apr 1, 2005	$80.61M	1.210%	Low	$0	−$7.22M
MNDGX	MFS New Discovery Fund Class R1	Retirement, Small	Limited			Apr 1, 2005	$1.26M	1.960%	High	$0	−$584,037.54

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