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MFS New Discovery Value B (NDVBX)

12.23 Up 0.23(1.92%) Oct 21
Prev Close:12.23
YTD Return*:-4.55%
Net Assets*:317.55M
Yield*:N/A

* As of 30-Sep-14

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

Headlines

  • No Headlines available for NDVBX at this time.

Top Holdings

Symbol% AssetsYTD Return %
OFC1.5212.01
RE1.524.44
CNK1.51-0.09
RECN1.48-0.70
TCB1.45-4.68

Fund Basics

Morningstar Overall Rating:
Total Assets:317.55M
Category:Small Value
Annual Report Expense Ratio (net):2.20%

Performance & Risk

YTD Return:-4.55%
5y Avg Return:N/A
Rank in Category (ytd):75
% Rank in Category (ytd):19.53%
Beta (3y):1.20
Morningstar Risk Rating:2

Fund Summary

The investment seeks capital appreciation. The fund normally invests its assets in equity securities. It focuses on investing in the stocks of companies the adviser believes are undervalued compared to their perceived worth (value companies). While the fund may invest the fund's assets in companies of any size, it generally focuses on companies with small capitalizations. The fund may invest the fund's assets in foreign securities. View More
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