MNDAX - MFS New Discovery A

Nasdaq - Nasdaq Delayed Price. Currency in USD

MFS New Discovery A

MFS Series Trust I111 Huntington Avenue, 24th FloorBoston, MA 2199
Management Information
Michael Grossman,Lead Manager since December 30, 2013
Michael Grossman was employed in the investment area of Massachusetts Financial Services Company since 2005.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategorySmall Growth
Fund FamilyMFS
Net Assets1.18B
YTD Return21.34%
Morningstar Rating★★★
Inception DateJan 1, 1997

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover53.00%
Average for CategoryN/A

Fees & Expenses

ExpenseMNDAXCategory Average
Annual Report Expense Ratio (net)1.33%1.27%
Prospectus Net Expense Ratio1.35%N/A
Prospectus Gross Expense Ratio1.35%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales Load5.75%5.39%
Max Deferred Sales LoadN/A1.64%
3 Yr Expense Projection978N/A
5 Yr Expense Projection1,272N/A
10 Yr Expense Projection2,105N/A