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MFS New Discovery Fund Class B (MNDBX)

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26.84+0.08 (+0.30%)
At close: 8:01PM EDT

MFS New Discovery Fund Class B

MFS Series Trust I

111 Huntington Avenue, 24th Floor

Boston, 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 Assets3.03B
YTD Return3.23%
Morningstar Rating★★★★
Inception DateNov 2, 1997

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover64.00%
Average for CategoryN/A

Fees & Expenses

ExpenseMNDBXCategory Average
Annual Report Expense Ratio (net)2.03%1.19%
Prospectus Net Expense Ratio2.03%N/A
Prospectus Gross Expense Ratio2.03%N/A
Max 12b1 Fee1.00%N/A
Max Front End Sales LoadN/A5.40%
Max Deferred Sales Load4.00%1.27%
3 Yr Expense Projection937N/A
5 Yr Expense Projection1,293N/A
10 Yr Expense Projection2,166N/A