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Morningstar

MFS International New Discovery I MWNIX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 29.85  /  0.03 %
  • Total Assets 6.0 Bil
  • Adj. Expense Ratio
    1.030%
  • Expense Ratio 1.030%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Foreign Small/Mid Growth
  • Investment Style Mid Blend
  • Min. Initial Investment —
  • Status Limited
  • TTM Yield 0.67%
  • Turnover 12%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 12:24 AM GMT+0

Morningstar’s Analysis MWNIX

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

People Pillar

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

Still attractive.

Senior Analyst William Samuel Rocco

William Samuel Rocco

Senior Analyst

Summary

MFS International New Discovery’s modified management team is strong, and its other positive features are still intact. The strategy, which is closed to most new investors, remains a good source of foreign small/mid-cap exposure.

by William Samuel Rocco
Rated on Published on

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Portfolio Holdings MWNIX

More MWNIX Holdings
  • Current Portfolio Date
  • Equity Holdings 366
  • Bond Holdings 0
  • Other Holdings 13
  • % Assets in Top 10 Holdings 11.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Currency Cash CASH_USD

4.09
259,837,584
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Industrials