MFS New Discovery A (MNDAX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
27.42
+0.40 (1.48%)
Nov 7, 2025, 4:00 PM EST
1.48%
Fund Assets2.06B
Expense Ratio1.28%
Min. Investment$1,000
Turnover56.00%
Dividend (ttm)n/a
Dividend Yieldn/a
Dividend Growthn/a
Payout Frequencyn/a
Ex-Dividend Daten/a
Previous Close27.02
YTD Return10.12%
1-Year Return4.34%
5-Year Return8.00%
52-Week Low20.19
52-Week High27.87
Beta (5Y)1.00
Holdings116
Inception DateDec 31, 1996

About MNDAX

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. The advisor focuses on investing the fund's assets in the stocks of companies the advisor believes to have above average earnings growth potential compared to other companies (growth companies).

Fund Family MFS
Category Small Growth
Stock Exchange NASDAQ
Ticker Symbol MNDAX
Share Class A
Index Russell 2000 Growth TR

Performance

MNDAX had a total return of 4.34% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.54%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

SymbolProviderNameExpense Ratio
FECGXFidelityFidelity Small Cap Growth Index0.05%
FCIGXFidelityFidelity Advisor Small Cap Growth I1.07%
FCPGXFidelityFidelity Small Cap Growth Fund1.05%
FCTGXFidelityFidelity Advisor Small Cap Growth M1.58%
FCCGXFidelityFidelity Small Cap Growth Fund2.08%

Other Share Classes

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

SymbolShare ClassExpense Ratio
MNDKXR60.90%
MNDJXR41.03%
MNDIXI1.03%
MNDHXR31.28%

Top 10 Holdings

19.87% of assets
NameSymbolWeight
Currency Cash CASH_USDn/a2.76%
nVent Electric plcNVT2.25%
Advanced Energy Industries, Inc.AEIS2.15%
StepStone Group Inc.STEP2.09%
Ligand Pharmaceuticals IncorporatedLGND2.07%
Genius Sports LimitedGENI1.84%
Flowserve CorporationFLS1.78%
Bio-Techne CorporationTECH1.70%
Pegasystems Inc.PEGA1.65%
JFrog Ltd.FROG1.59%
View More Holdings