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MFS New Discovery Value R4 NDVUX Fund Analysis

| Medalist Rating as of | See MFS Investment Hub

Morningstar’s Analysis NDVUX

Will NDVUX outperform in future?

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

A strong management team and sound investment process underpin MFS New Discovery Value R4's Morningstar Medalist Rating of Silver.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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