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