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MFS New Discovery Value R2 NDVSX Fund Analysis

| Medalist Rating as of | See MFS Investment Hub

Morningstar’s Analysis NDVSX

Will NDVSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Morningstar Manager Research


A sound investment process and strong management team underpin MFS New Discovery Value R2's Morningstar Medalist Rating of Bronze. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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