MFS New Discovery Fund Class R4 (MNDJX)
NASDAQ · Mutual Fund
· Delayed Price · Currency is USD
27.96
-0.45 (-1.58%)
Jan 10, 2025, 4:00 PM EST
9.09% (1Y)
| 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 | 28.41 |
| YTD Return | 0.29% |
| 1-Year Return | 9.09% |
| 5-Year Return | 24.92% |
| 52-Week Low | 25.33 |
| 52-Week High | 30.29 |
| Beta (5Y) | n/a |
| Holdings | 110 |
| Inception Date | Apr 1, 2005 |
About MNDJX
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 MNDJX
Index Russell 2000 Growth TR
Performance
MNDJX had a total return of 9.09% in the past year. Since the fund's inception, the average annual return has been 9.84%, including dividends.
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% |