MFS New Discovery Fund Class C (MNDCX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

19.52

+0.15 (0.77%)

At close: Aug 26, 2026

21.62% (1Y)

Fund Assets	2.09B
Expense Ratio	1.96%
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	19.37
YTD Return	16.41%
1-Year Return	20.69%
5-Year Return	-0.57%
52-Week Low	15.62
52-Week High	20.05
Beta (5Y)	1.17
Holdings	120
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 20.69% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.20%.

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

22.88% of assets

Name	Symbol	Weight
Currency Cash CASH_USD	n/a	4.90%
Advanced Energy Industries, Inc.	AEIS	2.61%
Ligand Pharmaceuticals Incorporated	LGND	2.51%
Element Solutions Inc	ESI	2.24%
Littelfuse, Inc.	LFUS	2.06%
Charles River Laboratories International, Inc.	CRL	1.90%
CACI International Inc	CACI	1.82%
FormFactor, Inc.	FORM	1.65%
The Chefs' Warehouse, Inc.	CHEF	1.64%
Merit Medical Systems, Inc.	MMSI	1.55%

View More Holdings