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MFS New Discovery R6 MNDKX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 30.87  /  +0.75 %
  • Total Assets 2.5 Bil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 60%

USD | NAV as of Feb 27, 2024 | 1-Day Return as of Feb 27, 2024, 11:21 PM GMT+0

Morningstar’s Analysis MNDKX

Will MNDKX 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 MNDKX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 17.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Currency Cash CASH_USD

3.17 74.6 Mil
Cash and Equivalents

Summit Materials Inc Class A

2.00 47.1 Mil
Basic Materials

Crane Co

1.83 43.1 Mil
Industrials

GFL Environmental Inc

1.82 42.8 Mil
Industrials

RB Global Inc

1.81 42.7 Mil
Industrials

DoubleVerify Holdings Inc

1.76 41.6 Mil
Technology

Jacobs Solutions Inc

1.74 41.0 Mil
Industrials

WNS (Holdings) Ltd ADR

1.70 40.0 Mil
Technology

Five9 Inc

1.70 40.0 Mil
Technology

CACI International Inc Class A

1.68 39.6 Mil
Technology