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Morningstar

MFS New Discovery R6 MNDKX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 29.42  /  −1.54 %
  • Total Assets 2.3 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 Apr 15, 2024 | 1-Day Return as of Apr 15, 2024, 11:13 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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MNDKX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

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.

by Jack Shannon
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MNDKX

More MNDKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Currency Cash CASH_USD

4.36 107.3 Mil
Cash and Equivalents

RB Global Inc

2.06 50.7 Mil
Industrials

Summit Materials Inc Class A

2.00 49.2 Mil
Basic Materials

GFL Environmental Inc

1.85 45.4 Mil
Industrials

Jacobs Solutions Inc

1.81 44.6 Mil
Industrials

nVent Electric PLC

1.79 44.1 Mil
Industrials

KBR Inc

1.77 43.5 Mil
Industrials

CACI International Inc Class A

1.75 43.2 Mil
Technology

Crane Co

1.71 42.2 Mil
Industrials

Onto Innovation Inc

1.70 41.7 Mil
Technology