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    MFS New Discovery Value R4 (NDVUX)

    12.09 Down 0.49(3.90%) Dec 16
    Prev Close:12.09
    YTD Return*:0.83%
    Net Assets*:333.43M
    Yield*:0.31%

    * As of 30-Nov-14

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

    Headlines

    • No Headlines available for NDVUX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    PVTB1.727.02
    RE1.7113.34
    CNK1.639.15
    GPN1.6130.99
    RECN1.618.30

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:333.43M
    Category:Small Value
    Annual Report Expense Ratio (net):1.20%

    Performance & Risk

    YTD Return:0.83%
    5y Avg Return:N/A
    Rank in Category (ytd):60
    % Rank in Category (ytd):15.15%
    Beta (3y):1.10
    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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