MFS New Discovery remains a solid option for investors looking for small-cap growth exposure. Its seasoned manager steadily executes a well-thought-out approach. Recent performance has disappointed, but over the long run, it is still a compelling choice.
MFS New Discovery A MNDAX
- NAV / 1-Day Return 25.00 / +0.40 %
- Total Assets 2.3 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.290%
- Distribution Fee Level Above Average
- Share Class Type Front Load
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.00
- Turnover 60%
USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 10:16 PM GMT+0
Morningstar’s Analysis MNDAX
Will MNDAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 19.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Currency Cash CASH_USD | 3.44 | 80.5 Mil | Cash and Equivalents |
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