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    MFS New Discovery R2 (MNDRX)

    22.62 Up 0.48(2.17%) Aug 27

    Profile as of Jul 30, 2015Get Profile for:
    MFS New Discovery R2
    MFS Series Trust I111 Huntington Avenue, 24th FloorBoston, MA 2199
    Phone: 800-225-2606
    Fund Overview 
    Category:Small Growth
    Fund Family:MFS
    Net Assets:1.48B
    Year-to-Date Return:9.59%
    Morningstar Rating:3 stars
    Fund Inception Date:Oct 31, 2003
    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:0
    Min Initial Investment, IRA:N/A
    Min Initial Investment, AIP:N/A
    Min Subsequent Investment:N/A
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:N/A
    MNDRX can be purchased from 56 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 (Aug 25, 2015) : 98.00%
    Average for Category:59.56%
    Fees & Expenses 
    ExpenseMNDRXCategory Avg
    Annual Report Expense Ratio (net):1.52%1.33%
    Prospectus Net Expense Ratio:1.53%N/A
    Prospectus Gross Expense Ratio:1.58%N/A
    Max 12b1 Fee:0.50%N/A
    Max Front End Sales Load:N/A5.33%
    Max Deferred Sales Load: N/A2.04%
    3 Yr Expense Projection*:494560
    5 Yr Expense Projection*:856912
    10 Yr Expense Projection*:1,8741,889
    * Per $10,000 invested