MFS New Discovery R4 (MNDJX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

36.69

+0.10 (0.27%)

At close: Sep 4, 2026

Fund Assets	2.14B
Expense Ratio	0.96%
Min. Investment	$0.00
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	36.59
YTD Return	16.81%
1-Year Return	23.25%
5-Year Return	-0.36%
52-Week Low	29.45
52-Week High	38.09
Beta (5Y)	1.17
Holdings	122
Inception Date	Apr 1, 2005

About MNDJX

The MFS New Discovery Fund is a mutual fund designed to achieve capital appreciation by investing primarily in equity securities of small-cap growth companies. Its investment strategy focuses on identifying companies with significant growth potential across various market environments. The fund diversifies its portfolio across emerging, high-quality durable, and out-of-favor industry companies, aiming to capitalize on misaligned valuations and growth potential. It is benchmarked against the Russell 2000 Growth Index, which measures U.S. small-cap growth stocks. This fund plays a crucial role in the financial market by providing investors with exposure to small-cap growth opportunities, which can be volatile but offer potential for substantial returns over the long term.

Fund Family MFS

Category Small Growth

Performance Rating Average

Risk Rating Below Average

Stock Exchange NASDAQ

Ticker Symbol MNDJX

Share Class R4

Index Russell 2000 Growth TR

Performance

MNDJX had a total return of 23.25% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.45%.

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	0.92%
FCPGX	Fidelity	Fidelity Small Cap Growth Fund	0.88%
FCTGX	Fidelity	Fidelity Advisor Small Cap Growth M	1.42%
FCCGX	Fidelity	Fidelity Advisor Small Cap Growth C	1.92%

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%
MNDHX	R3	1.21%
MNDAX	A	1.21%

Top 10 Holdings

21.50% of assets

Name	Symbol	Weight
Currency Cash CASH_USD	n/a	3.95%
Ligand Pharmaceuticals Incorporated	LGND	2.42%
Advanced Energy Industries, Inc.	AEIS	2.14%
Littelfuse, Inc.	LFUS	2.13%
CACI International Inc	CACI	2.07%
Merit Medical Systems, Inc.	MMSI	2.02%
The Chefs' Warehouse, Inc.	CHEF	2.00%
Charles River Laboratories International, Inc.	CRL	1.69%
Donaldson Company, Inc.	DCI	1.57%
Moog Inc.	MOG.A	1.51%

View More Holdings