Morningstar

MFS New Discovery Value Fund Class C NDVCX

Medalist Rating as of Aug 31, 2026 See MFS Investment Hub

Strategy

The investment seeks capital appreciation. The fund normally invests at least 80% of the fund’s net assets in value companies. Value companies are companies that MFS believes are undervalued compared to their perceived worth in the marketplace. The fund manager focuses on investing the fund's assets in the stocks of companies the advisor believes are undervalued compared to their perceived worth (value companies). MFS may invest the fund's assets in foreign securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
NDVIX	MFS New Discovery Value Fund Class I	Institutional	Limited			May 26, 2011	$556.37M	0.970%	Above Average	$0	−$355.62M
NDVAX	MFS New Discovery Value Fund Class A	Front Load	Limited			May 26, 2011	$223.14M	1.220%	Average	$1,000	−$38.46M
NDVBX	MFS New Discovery Value Fund Class B	Deferred Load	Closed			May 26, 2011	$164,663.00	1.970%	High	$1,000	−$728,156.38
NDVCX	MFS New Discovery Value Fund Class C	Level Load	Limited			May 26, 2011	$5.77M	1.970%	Average	$1,000	−$5.15M
NDVUX	MFS New Discovery Value Fund Class R4	Retirement, Large	Limited			May 26, 2011	$48.82M	0.970%	High	$0	−$18.37M
NDVVX	MFS New Discovery Value Fund Class R6	Retirement, Large	Limited			Jul 2, 2012	$1.18B	0.870%	Above Average	$0	−$298.69M
NDVTX	MFS New Discovery Value Fund Class R3	Retirement, Medium	Limited			May 26, 2011	$39.51M	1.220%	Low	$0	−$178.81M
NDVSX	MFS New Discovery Value Fund Class R2	Retirement, Medium	Limited			May 26, 2011	$3.48M	1.470%	Above Average	$0	−$720,192.07
NDVRX	MFS New Discovery Value Fund Class R1	Retirement, Small	Limited			May 26, 2011	$1.96M	1.970%	High	$0	−$71,088.15

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