Nasdaq - Delayed Quote USD

MFS New Discovery R2 (MNDRX)

21.43
+0.75
+(3.63%)
At close: 8:01:40 PM EDT
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  • Previous Close 20.68
  • YTD Return -7.20%
  • Expense Ratio 1.53%
  • Category Small Growth
  • Last Cap Gain -15.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 1.93B
  • Beta (5Y Monthly) 1.10
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 56.00%
  • Last Dividend --
  • Inception Date Apr 1, 2005

The fund normally invests the fund's assets primarily in equity securities. Equity securities include common stocks, depositary receipts, and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. The advisor focuses on investing the fund's assets in the stocks of companies the advisor believes to have above average earnings growth potential compared to other companies (growth companies).

MFS

Fund Family

Small Growth

Fund Category

1.93B

Net Assets

2005-04-01

Inception Date

Performance Overview: MNDRX

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Trailing returns as of 5/9/2025. Category is Small Growth.

YTD Return

MNDRX
7.20%
Category
12.40%
 

1-Year Return

MNDRX
1.52%
Category
55.69%
 

3-Year Return

MNDRX
1.32%
Category
19.34%
 

5-Year Return

MNDRX
4.58%
Category
20.72%
 

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Holdings: MNDRX

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Sector Weightings

SectorMNDRX
Healthcare   29.50%
Technology   21.31%
Industrials   16.40%
Energy   5.86%
Real Estate   4.38%
Utilities   0.00%

Recent News: MNDRX

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Research Reports: MNDRX

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