MFS International New Discovery R4 (MIDJX)

Fund Assets	7.76B
Expense Ratio	1.03%
Min. Investment	$0.00
Turnover	17.00%
Dividend (ttm)	0.56
Dividend Yield	1.65%
Dividend Growth	-24.30%
Payout Frequency	Annual
Ex-Dividend Date	Dec 9, 2025

Previous Close	34.43
YTD Return	6.79%
1-Year Return	5.93%
5-Year Return	15.51%
52-Week Low	30.93
52-Week High	36.17
Beta (5Y)	0.88
Holdings	265
Inception Date	Apr 1, 2005

About MIDJX

MFS International New Discovery Fund Class R4 is an actively managed mutual fund specializing in international equities, with a primary focus on small- and mid-cap companies outside the United States. The fund seeks capital appreciation by identifying innovative, high-quality firms with durable competitive advantages and strong management teams. Its investment approach emphasizes companies whose valuations align with underlying fundamentals and growth prospects, aiming to capture above-average long-term growth potential. The fund’s diversified portfolio spans developed and emerging markets, making it relevant for investors seeking exposure beyond domestic stocks. Notably, the fund benchmarks its performance against the MSCI All Country World (ex-US) Small Mid Cap Index, reflecting its global orientation. With a net expense ratio of approximately 1.05%, Class R4 shares are designed for eligible retirement plans and do not impose any initial sales charges or contingent deferred sales charges. Since its launch in 1997 and the inception of the R4 share class in 2005, the fund has grown to manage several billion dollars in assets, underscoring its significance among international growth funds focused on small- and mid-cap opportunities.

• Fund Family: MFS
• Category: Foreign Small/Mid Growth
• Performance Rating: Average
• Risk Rating: Low
• Stock Exchange: NASDAQ
• Ticker Symbol: MIDJX
• Share Class: R4
• Index: MSCI All Country World Ex-US Small Mid Cap NR

Performance

MIDJX had a total return of 5.93% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.68%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
MIDLX	R6	0.91%
MWNIX	I	1.03%
MIDHX	R3	1.28%
MIDAX	A	1.28%

Top 10 Holdings

10.55% of assets

Name	Symbol	Weight
Symrise AG	SY1	1.25%
OBIC Co.,Ltd.	4684	1.17%
Voltronic Power Technology Corp.	6409	1.11%
The Federal Bank Limited	FEDERALBNK	1.08%
Techtronic Industries Company Limited	0669	1.04%
E Ink Holdings Inc.	8069	1.02%
ASMPT Limited	0522	1.01%
FinecoBank Banca Fineco S.p.A.	FBK	0.97%
GEA Group Aktiengesellschaft	G1A	0.96%
Dollarama Inc.	DOL	0.94%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 9, 2025	$1.08015	Dec 10, 2025
Dec 10, 2024	$2.26636	Dec 11, 2024
Dec 19, 2023	$1.2869	Dec 20, 2023
Dec 6, 2022	$1.6599	Dec 7, 2022
Dec 7, 2021	$1.88563	Dec 8, 2021
Dec 8, 2020	$1.48513	Dec 9, 2020

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 2, 2026

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