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Morningstar

MFS New Discovery R2 MNDRX Fund Analysis

Morningstar Analyst Rating
| Analyst rating as of

Morningstar’s Analysis MNDRX

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

People Pillar

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

Still appealing despite recent choppiness.

Senior Analyst

Summary

| by Jack Shannon

MFS New Discovery is a well-defined and well-executed strategy run by a capable manager. It earns Morningstar Analyst Ratings of Silver and Bronze, depending on share class fees.

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