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 assets primarily in equity securities. It focuses on investing the fund's assets in the stocks of companies the adviser believes to have above average earnings growth potential compared to other companies (growth companies). The fund may invest in companies of any size, while generally focusing on companies with small capitalizations. It may invest the fund's assets in foreign securities.


1 month+1.49% 3 years+17.49%
3 months-0.49% 5 years+14.40%
1 year-4.06% Since inception+9.86%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+14.40%+14.84%
Expense ratio1.35%1.40%
Risk 5 year sharpe ratio0.860.96
Net assets$1.8B$804.1M
Average market cap$2.0B$2.8B
Average P/E28.626.3
Portfolio turnover98%98%

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Fund Management and Purchase Info

Fund familyMFS
Fund manager & tenureThomas Wetherald / 10 Years
Minimal initial investment$1,000.00
Minimum IRA investment$250.00


U.S. stock85.68%
International stock12.36%
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
SWFT Swift Transportation Co1.87%
CTCT Constant Contact Inc1.82%
ULTI Ultimate Software Group Inc1.67%
DNKN Dunkin Brands Group Inc1.64%
BFAM Bright Horizons Family Solutions Inc1.63%
HSTM HealthStream Inc1.54%
ABCO The Advisory Board Co1.52%
CVT Cvent Inc1.50%
URBN Urban Outfitters Inc1.49%
ALB Albemarle Corp1.46%

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