MFS New Discovery Fund Class R2
MNDRX
NASDAQ
| Weiss Ratings | MNDRX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Fair | |||
| Risk Grade | C- | |||
| Company Info | MNDRX-NASDAQ | Click to Compare |
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| Provider | MFS | |||
| Manager/Tenure (Years) | Michael Grossman (12) | |||
| Website | http://www.mfs.com | |||
| Fund Information | MNDRX-NASDAQ | Click to Compare |
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| Fund Name | MFS New Discovery Fund Class R2 | |||
| Category | Small Growth | |||
| Sub-Category | US Equity Small Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Oct 31, 2003 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | MNDRX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | MNDRX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.43% | |||
| Asset Allocation | MNDRX-NASDAQ | Click to Compare |
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| Cash | 4.10% | |||
| Stock | 95.90% | |||
| U.S. Stock | 94.18% | |||
| Non-U.S. Stock | 1.72% | |||
| 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 | MNDRX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.21% | |||
| 30-Day Total Return | -2.00% | |||
| 60-Day Total Return | -0.29% | |||
| 90-Day Total Return | -2.00% | |||
| Year to Date Total Return | 12.97% | |||
| 1-Year Total Return | 16.22% | |||
| 2-Year Total Return | 28.59% | |||
| 3-Year Total Return | 51.88% | |||
| 5-Year Total Return | -0.31% | |||
| Price | MNDRX-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 | MNDRX-NASDAQ | Click to Compare |
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| Nav | $27.43 | |||
| 1-Month Low NAV | $27.03 | |||
| 1-Month High NAV | $28.26 | |||
| 52-Week Low NAV | $22.78 | |||
| 52-Week Low NAV (Date) | Nov 20, 2025 | |||
| 52-Week High NAV | $29.35 | |||
| 52-Week High Price (Date) | Aug 17, 2026 | |||
| Beta / Standard Deviation | MNDRX-NASDAQ | Click to Compare |
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| Beta | 1.12 | |||
| Standard Deviation | 16.88 | |||
| Balance Sheet | MNDRX-NASDAQ | Click to Compare |
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| Total Assets | 2.14B | |||
| Operating Ratios | MNDRX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.46% | |||
| Turnover Ratio | 68.00% | |||
| Performance | MNDRX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 25.97% | |||
| Last Bear Market Total Return | -18.73% | |||