MFS New Discovery Fund Class R3 (MNDHX)
| Fund Assets | 1.37B |
| Expense Ratio | 1.28% |
| Min. Investment | $0.00 |
| 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 | 25.31 |
| YTD Return | 0.28% |
| 1-Year Return | 8.83% |
| 5-Year Return | 23.38% |
| 52-Week Low | 22.62 |
| 52-Week High | 27.00 |
| Beta (5Y) | n/a |
| Holdings | 110 |
| Inception Date | Apr 1, 2005 |
About MNDHX
MNDHX was founded on 2005-04-01. The Fund's investment strategy focuses on Small-Cap with 1.28% total expense ratio. The minimum amount to invest in MFS Series Trust I: MFS New Discovery Fund; Class R3 Shares is $0 on a standard taxable account. MFS Series Trust I: MFS New Discovery Fund; Class R3 Shares seeks capital appreciation by investing at least 65% of its assets in equity securities of companies of any size believed to offer superior prospects for growth. MNDHX emphasizes investments in emerging growth companies and may invest up to 35% in other securities offering capital appreciation.
Performance
MNDHX had a total return of 8.83% in the past year. Since the fund's inception, the average annual return has been 9.58%, 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% |
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% |