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    MFS New Discovery A (MNDAX)

    22.00 Down 0.31(1.39%) Jan 30

    Profile as of Dec 30, 2014Get Profile for:
    MFS New Discovery A
    MFS Series Trust I111 Huntington Avenue, 24th FloorBoston, MA 2199
    Phone: 800-225-2606
    Fund Overview 
    Category:Small Growth
    Fund Family:MFS
    Net Assets:1.73B
    Year-to-Date Return:-7.52%
    Morningstar Rating:2 stars
    Fund Inception Date:Jan 2, 1997
    Morningstar Style Box 
    Small Growth
    [View Category Definition]
    View Top Small Growth Funds
    About the Morningstar Style Box
    Management Information 
    Michael Grossman
    Lead Manager since Dec 31, 2013
    Employed in the investment area of MFS since 2005
    Investment Information 
    Min Initial Investment:1,000
    Min Initial Investment, IRA:250
    Min Initial Investment, AIP:N/A
    Min Subsequent Investment:N/A
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:N/A
    MNDAX can be purchased from 118 brokerages.

    Fund Summary 
    The investment seeks capital appreciation. The fund normally invests the fund's assets primarily in equity securities. Equity securities include common stocks, preferred stocks, securities convertible into stocks, equity interests in real estate investment trusts (REITs), and depositary receipts for such securities.

    Fund Operations 
    Last Dividend : 0.00
    Last Cap Gain (Dec 10, 2014) : 0.00
    Annual Holdings Turnover (Jan 27, 2015) : 98.00%
    Average for Category:71.79%
    Fees & Expenses 
    ExpenseMNDAXCategory Avg
    Annual Report Expense Ratio (net):1.27%1.38%
    Prospectus Net Expense Ratio:1.28%N/A
    Prospectus Gross Expense Ratio:1.33%N/A
    Max 12b1 Fee:0.25%N/A
    Max Front End Sales Load:5.75%5.47%
    Max Deferred Sales Load: N/A2.16%
    3 Yr Expense Projection*:968582
    5 Yr Expense Projection*:1,257946
    10 Yr Expense Projection*:2,0801,951
    * Per $10,000 invested