MFS® New Discovery Fund Class A (MNDAX)

22.31
Net Asset Value
+0.59%
1 Day
-3.13%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
5.75
Sales Expenses
1.33%
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, preferred stocks, securities convertible into stocks, equity interests in real estate investment trusts (REITs), and depositary receipts for such securities.

Performance

1 month-4.00% 3 years+11.39%
3 months-0.55% 5 years+14.11%
1 year-5.38% Since inception+9.81%
Data through --

Peer Comparisonvs. Small growth

 MNDAXCategory
Performance 5-yr return+14.11%+15.53%
Expense ratio1.33%1.39%
Risk 5 year sharpe ratio0.790.90
Net assets$1.7B$793.8M
Average market cap$2.1B$2.9B
Average P/E28.526.6
Portfolio turnover98%98%

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Fund Management and Purchase Info

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

Holdings

U.S. stock89.73%
International stock9.85%
Cash0.43%
Fixed income0.00%
Other0.00%
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
SWFT Swift Transportation Co2.24%
DNKN Dunkin Brands Group Inc1.83%
BFAM Bright Horizons Family Solutions Inc1.71%
CSU Capital Senior Living Corp1.71%
ULTI Ultimate Software Group Inc1.70%
CTCT Constant Contact Inc1.68%
CVT Cvent Inc1.62%
FIVE Five Below Inc1.61%
CTRN Citi Trends Inc1.57%
ALB Albemarle Corp1.55%

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