MFS New Discovery Fund Class R4
MNDJX
NASDAQ
| Weiss Ratings | MNDJX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Fair | |||
| Risk Grade | C- | |||
| Company Info | MNDJX-NASDAQ | Click to Compare |
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| Provider | MFS | |||
| Manager/Tenure (Years) | Michael S. Grossman (11) | |||
| Website | http://www.mfs.com | |||
| Fund Information | MNDJX-NASDAQ | Click to Compare |
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| Fund Name | MFS New Discovery Fund Class R4 | |||
| Category | Small Growth | |||
| Sub-Category | US Equity Small Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Apr 01, 2005 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | MNDJX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | MNDJX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.70% | |||
| Asset Allocation | MNDJX-NASDAQ | Click to Compare |
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| Cash | 4.46% | |||
| Stock | 95.54% | |||
| U.S. Stock | 86.52% | |||
| Non-U.S. Stock | 9.02% | |||
| 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 | MNDJX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.27% | |||
| 30-Day Total Return | 3.83% | |||
| 60-Day Total Return | 4.42% | |||
| 90-Day Total Return | 19.24% | |||
| Year to Date Total Return | 4.87% | |||
| 1-Year Total Return | 5.55% | |||
| 2-Year Total Return | 10.63% | |||
| 3-Year Total Return | 25.02% | |||
| 5-Year Total Return | 22.12% | |||
| Price | MNDJX-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 | MNDJX-NASDAQ | Click to Compare |
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| Nav | $29.24 | |||
| 1-Month Low NAV | $28.08 | |||
| 1-Month High NAV | $29.65 | |||
| 52-Week Low NAV | $22.63 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $30.29 | |||
| 52-Week High Price (Date) | Nov 25, 2024 | |||
| Beta / Standard Deviation | MNDJX-NASDAQ | Click to Compare |
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| Beta | 1.13 | |||
| Standard Deviation | 19.66 | |||
| Balance Sheet | MNDJX-NASDAQ | Click to Compare |
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| Total Assets | 2.09B | |||
| Operating Ratios | MNDJX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.03% | |||
| Turnover Ratio | 56.00% | |||
| Performance | MNDJX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 15.23% | |||
| Last Bear Market Total Return | -18.65% | |||