MFS New Discovery Fund Class I (MNDIX)

Fund Assets	2.41B
Expense Ratio	1.03%
Min. Investment	$0.00
Turnover	56.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	30.51
YTD Return	1.87%
1-Year Return	10.83%
5-Year Return	26.94%
52-Week Low	27.64
52-Week High	33.06
Beta (5Y)	n/a
Holdings	110
Inception Date	Jan 2, 1997

About MNDIX

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
• Performance Rating: Average
• Risk Rating: Below Average
• Stock Exchange: NASDAQ
• Ticker Symbol: MNDIX
• Index: Russell 2000 Growth TR

Performance

MNDIX had a total return of 10.83% in the past year. Since the fund's inception, the average annual return has been 9.85%, including dividends.

Equivalent Funds

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

Symbol	Provider	Name	Expense Ratio
FCCGX	Fidelity	Fidelity Advisor Small Cap Growth Fund - Class C	2.08%

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%
MNDHX	R3	1.28%
MNDAX	A	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%