MFS New Discovery Fund Class A
MNDAX
NASDAQ
| Weiss Ratings | MNDAX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Fair | |||
| Risk Grade | C- | |||
| Company Info | MNDAX-NASDAQ | Click to Compare |
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| Provider | MFS | |||
| Manager/Tenure (Years) | Michael Grossman (12) | |||
| Website | http://www.mfs.com | |||
| Fund Information | MNDAX-NASDAQ | Click to Compare |
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| Fund Name | MFS New Discovery Fund Class A | |||
| Category | Small Growth | |||
| Sub-Category | US Equity Small Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Jan 02, 1997 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | 0.06 | |||
| Back End Fee | -- | |||
| Dividends and Shares | MNDAX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | MNDAX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.45% | |||
| Asset Allocation | MNDAX-NASDAQ | Click to Compare |
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| Cash | 3.18% | |||
| Stock | 96.82% | |||
| U.S. Stock | 93.90% | |||
| Non-U.S. Stock | 2.92% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | MNDAX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.06% | |||
| 30-Day Total Return | 0.03% | |||
| 60-Day Total Return | -2.88% | |||
| 90-Day Total Return | -2.82% | |||
| Year to Date Total Return | 13.25% | |||
| 1-Year Total Return | 16.42% | |||
| 2-Year Total Return | 26.65% | |||
| 3-Year Total Return | 53.83% | |||
| 5-Year Total Return | -4.91% | |||
| Price | MNDAX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | MNDAX-NASDAQ | Click to Compare |
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| Nav | $31.69 | |||
| 1-Month Low NAV | $30.27 | |||
| 1-Month High NAV | $32.40 | |||
| 52-Week Low NAV | $26.25 | |||
| 52-Week Low NAV (Date) | Nov 20, 2025 | |||
| 52-Week High NAV | $33.88 | |||
| 52-Week High Price (Date) | Aug 17, 2026 | |||
| Beta / Standard Deviation | MNDAX-NASDAQ | Click to Compare |
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| Beta | 1.09 | |||
| Standard Deviation | 15.90 | |||
| Balance Sheet | MNDAX-NASDAQ | Click to Compare |
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| Total Assets | 2.04B | |||
| Operating Ratios | MNDAX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.21% | |||
| Turnover Ratio | 95.00% | |||
| Performance | MNDAX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 26.19% | |||
| Last Bear Market Total Return | -18.67% | |||