MFS New Discovery Fund Class C (MNDCX)

Fund Assets	2.05B
Expense Ratio	1.894%
Min. Investment	$1,000
Turnover	68.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	18.22
YTD Return	7.75%
1-Year Return	12.27%
5-Year Return	-6.22%
52-Week Low	15.62
52-Week High	20.05
Beta (5Y)	1.17
Holdings	119
Inception Date	Nov 3, 1997

About MNDCX

MFS New Discovery Fund Class C is a mutual fund focused on achieving capital appreciation by investing primarily in equity securities of small-cap companies. The fund seeks to identify businesses with significant growth potential, often targeting emerging firms that have the opportunity to develop into major enterprises. Its portfolio construction emphasizes diversification across three types of growth stocks: emerging growth companies, high-quality durable businesses, and those operating in out-of-favor industries. This strategy is designed to harness growth opportunities regardless of prevailing market conditions. Managed since its inception in 1997, the fund uses the Russell 2000 Growth Index as its primary performance benchmark, highlighting its dedication to the U.S. small-cap growth sector. MFS New Discovery Fund Class C plays a distinct role in the financial market by providing investors with access to the dynamic and higher-growth segment of smaller companies, which often drive innovation and long-term economic development.

• Fund Family: MFS
• Category: Small Growth
• Performance Rating: Average
• Risk Rating: Below Average
• Stock Exchange: Nasdaq
• Ticker Symbol: MNDCX
• Share Class: C
• Index: Russell 2000 Growth TR

Performance

MNDCX had a total return of 12.27% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.87%.

Equivalent Funds

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

Symbol	Provider	Name	Expense Ratio
FECGX	Fidelity	Fidelity Small Cap Growth Index Fund	0.05%
FCIGX	Fidelity	Fidelity Advisor Small Cap Growth I	0.88%
FCPGX	Fidelity	Fidelity Small Cap Growth Fund	0.86%
FCTGX	Fidelity	Fidelity Advisor Small Cap Growth M	1.44%
FCCGX	Fidelity	Fidelity Advisor Small Cap Growth C	1.86%

Other Share Classes

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

Symbol	Share Class	Expense Ratio
MNDKX	R6	0.85%
MNDIX	I	0.96%
MNDJX	R4	0.96%
MNDHX	R3	1.21%

Top 10 Holdings

21.46% of assets

Name	Symbol	Weight
Currency Cash CASH_USD	n/a	4.10%
CACI International Inc	CACI	2.53%
Ligand Pharmaceuticals Incorporated	LGND	2.33%
Merit Medical Systems, Inc.	MMSI	2.10%
Charles River Laboratories International, Inc.	CRL	1.96%
The Chefs' Warehouse, Inc.	CHEF	1.90%
Waystar Holding Corp.	WAY	1.64%
Moog Inc.	MOG.A	1.64%
Advanced Energy Industries, Inc.	AEIS	1.63%
SSR Mining Inc.	SSRM	1.62%

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 15, 2026

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