Dow Down 0.92% Nasdaq Down 0.83%

MFS New Discovery 529B (EBNDX)

19.58 Down 0.37(1.85%) Oct 22
Prev Close:19.95
YTD Return*:-11.56%
Net Assets*:1.91B
Yield*:N/A

* As of 30-Sep-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for EBNDX at this time.

Top Holdings

Symbol% AssetsYTD Return %
CTCT1.94-14.39
URBN1.91-2.60
ATW1.78-21.24
SWFT1.66-7.47
SQI1.63-47.33

Fund Basics

Morningstar Overall Rating:
Total Assets:1.91B
Category:Small Growth
Annual Report Expense Ratio (net):2.10%

Performance & Risk

YTD Return:-11.56%
5y Avg Return:13.26%
Rank in Category (ytd):95
% Rank in Category (ytd):12.89%
Beta (3y):1.32
Morningstar Risk Rating:4

Fund Summary

The investment seeks capital appreciation. The fund normally invests the assets primarily in equity securities. It focuses on investing the fund's assets in the stocks of companies the adviser believes to have above average earnings growth potential compared to other companies (growth companies). The fund may invest in companies of any size, while generally focusing on companies with small capitalizations. It may invest the fund's assets in foreign securities. View More
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