MFS® New Discovery Fund Class A (MNDAX)

24.36
Net Asset Value
-0.41%
1 Day
+5.78%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
5.75
Sales Expenses
1.33%
Expense Ratio
High
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+1.71% 3 years+12.81%
3 months+5.78% 5 years+13.37%
1 year+0.82% Since inception+9.95%
Data through --

Peer Comparisonvs. Small growth

 MNDAXCategory
Performance 5-yr return+13.37%+15.53%
Expense ratio1.33%1.40%
Risk 5 year sharpe ratio0.820.95
Net assets$1.7B$805.4M
Average market cap$2.2B$2.9B
Average P/E26.827.5
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. stock90.25%
International stock8.24%
Cash1.51%
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
BFAM Bright Horizons Family Solutions Inc2.11%
SWFT Swift Transportation Co1.83%
URBN Urban Outfitters Inc1.76%
IT Gartner Inc1.66%
CTRN Citi Trends Inc1.61%
HCSG Healthcare Services Group Inc1.44%
CVT Cvent Inc1.44%
WMS Advanced Drainage Systems Inc1.43%
CTCT Constant Contact Inc1.39%
FIVE Five Below Inc1.37%

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