MFS New Discovery Fund Class A

 (MUTF:MNDAX)   Watch this mutual fund  
Find more results for MUTF:MNDAX

Performance

Trailing returns

1 day
   
-0.98%  
1 week
   
-0.37%  
4 week   +1.08%
   
3 month   +6.57%
   
YTD   +1.88%
   
1 year   +24.81%
   
3 years*   +0.57%
   
5 years*   +10.44%
   
*annualized
Best 3 month return+40.24%  
Worst 3 month return-41.54%  

Morningstar statistics

Morningstar category: Small Growth
  Return Risk Rating
3 years Low Average
5 years Below Average Average
10 years Average High
Overall Below Average Above Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets1.08B 
Front load5.75%  
Deferred load-  
Expense ratio1.35%  
Management fee-  
Fund familyMFS 

Asset allocation

Cash1.42%  
Stocks98.41%  
Bonds0.00%  
Other0.17%  

Purchase information

Initial$1,000  
IRA Initial$250  
24.35-0.24(-0.98%)
Jan 16, 7:00PM EST Overall Morningstar RatingTM

Description

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).
Fund filings (PDF) »
Asset managers:
Paul Gordon (Started: Dec 29, 2014)
Michael Grossman (Started: Dec 31, 2013)
Advisor Company:
Massachusetts Financial Services Co
Fund family reports on Morningstar »
MFS, 111 Huntington Avenue, Boston, MA 02199, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -8.04 -9.71 -4.76 -0.21
Beta* 1.50 1.14 1.14 1.23
Mean annual return 0.79 0.05 0.96 0.78
R-squared* 88.55 60.26 60.79 78.57
Standard deviation 16.38 15.82 15.12 21.27
Sharpe ratio 0.56 0.03 0.75 0.41
* Against standard index

Top 10 holdings

Security Net Assets  
Bright Horizons Family Solutions Inc (BFAM) 3.16%  
Berry Plastics Group Inc (BERY) 2.09%  
Healthcare Services Group Inc (HCSG) 1.77%  
Live Nation Entertainment Inc (LYV) 1.72%  
STERIS PLC (STE) 1.64%  
SS&C Technologies Holdings Inc (SSNC) 1.56%  
PerkinElmer Inc (PKI) 1.48%  
Sabre Corp (SABR) 1.47%  
NICE Ltd ADR (NICE) 1.41%  
LogMeIn Inc (LOGM) 1.40%