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MFS New Discovery Fund Class A (MNDAX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small growth
Style or Category
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation. The fund normally invests the fund's assets primarily in equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. MFS focuses on investing the fund's assets in the stocks of companies it believes to have above average earnings growth potential compared to other companies (growth companies).


1 month+0.13% 3 years+2.19%
3 months+12.99% 5 years+4.43%
1 year-9.73% Since inception+8.85%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+4.43%+6.48%
Expense ratio1.36%1.34%
Risk 5 year sharpe ratio0.280.43
Net assets$1.2B$811.2M
Average market cap$2.7B$2.8B
Average P/E31.224.6
Portfolio turnover56%56%

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Fund Management and Purchase Info

Fund familyMFS
Fund manager & tenureMichael Grossman / 2 Years
Minimal initial investment$1,000.00
Minimum IRA investment$250.00


U.S. stock90.10%
International stock6.61%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Healthcare 15.52%
Industrial materials 13.11%
Consumer service 12.40%
Hardware 12.20%
Energy 7.76%
Top 10 Holdings
Portfolio weighting
BFAM Bright Horizons Family Solutions Inc3.25%
MASI Masimo Corp2.04%
HCSG Healthcare Services Group Inc2.01%
SABR Sabre Corp1.94%
STE STERIS plc1.91%
IT Gartner Inc1.76%
SSNC SS&C Technologies Holdings Inc1.66%
BERY Berry Plastics Group Inc1.55%
PKI PerkinElmer Inc1.49%
SERV Servicemaster Global Holdings Inc1.46%

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