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MFS New Discovery R2 MNDRX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 21.35  /  +0.66 %
  • Total Assets 2.5 Bil
  • Adj. Expense Ratio
    1.540%
  • Expense Ratio 1.540%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 60%

USD | NAV as of Feb 23, 2024 | 1-Day Return as of Feb 23, 2024, 11:14 PM GMT+0

Morningstar’s Analysis MNDRX

Will MNDRX 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 MNDRX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 18.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Currency Cash CASH_USD

2.84 68.4 Mil
Cash and Equivalents

GFL Environmental Inc

2.12 51.1 Mil
Industrials

Summit Materials Inc Class A

2.08 50.1 Mil
Basic Materials

Sensata Technologies Holding PLC

1.91 46.1 Mil
Technology

RB Global Inc

1.85 44.7 Mil
Industrials

DoubleVerify Holdings Inc

1.85 44.6 Mil
Technology

Jacobs Solutions Inc

1.77 42.6 Mil
Industrials

TopBuild Corp

1.74 41.9 Mil
Industrials

Five9 Inc

1.72 41.5 Mil
Technology

nVent Electric PLC

1.71 41.2 Mil
Industrials