MFS New Discovery Fund Class A (MNDAX)

Fund Assets	1.01B
Expense Ratio	1.28%
Min. Investment	$1,000
Turnover	n/a
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	25.02
YTD Return	0.96%
1-Year Return	9.54%
5-Year Return	23.46%
52-Week Low	22.67
52-Week High	27.06
Beta (5Y)	1.11
Holdings	110
Inception Date	Dec 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 Funds Class A
• Category: Small Growth
• Performance Rating: Average
• Risk Rating: Below Average
• Stock Exchange: NASDAQ
• Ticker Symbol: MNDAX
• Index: Russell 2000 Growth TR

Performance

MNDAX had a total return of 9.54% in the past year. Since the fund's inception, the average annual return has been 9.49%, including dividends.

Equivalent Funds

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

Symbol	Provider	Name	Expense Ratio
FOCSX	Fidelity	Fidelity Small Cap Growth K6 Fund	0.60%

Other Share Classes

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

Symbol	Share Class	Expense Ratio
MNDKX	R6	0.90%
MNDJX	R4	1.03%
MNDIX	I	1.03%
MNDHX	R3	1.28%

Top 10 Holdings

20.09% of assets

Name	Symbol	Weight
Currency Cash CASH_USD	n/a	3.08%
US Foods Holding Corp.	USFD	2.37%
Crane Company	CR	2.07%
RB Global, Inc.	RBA	2.04%
SentinelOne, Inc.	S	1.79%
Summit Materials, Inc.	SUM	1.78%
TopBuild Corp.	BLD	1.77%
GFL Environmental Inc.	GFL	1.76%
Guidewire Software, Inc.	GWRE	1.72%
Genius Sports Limited	GENI	1.72%