MFS® New Discovery Fund

US Equity | MNDAX
$ 27.08
$0.4 As of 12/15/17
$1.2B
As of 11/30/17
Morningstar
View Overall Morningstar Ratings Information

MFS® New Discovery Fund

US Equity
MNDAX
$0.4 As of 12/15/17
As of 11/30/17
US Equity | MNDAX
$ 27.08
$0.4 As of 12/15/17
$1.2B
As of 11/30/17
Morningstar
View Overall Morningstar Ratings Information
INVESTMENT OBJECTIVE

Seeks capital appreciation.

INVESTMENT FOCUS

Invests in small-cap growth companies that are, or may become major enterprises, with valuations in line with fundamentals and growth potential

Consistent focus on small companies with significant growth potential across all market environments

Differentiated portfolio construction process is used as diversification occurs across 3 types of growth stocks: emerging, high quality durable, and companies in out of favor industries

Fund Information

Fund Commencement
01/02/97
Net Assets ($ M)
As of 11/30/17
$1213.49
Fiscal Year End
AUGUST
Benchmark
Russell 2000 Growth Index measures U.S. small-cap growth stocks.
Russell 2000® Growth Index

Top 10 Holdings

As of 11/30/17
  • Bright Horizons Family Solutions Inc
  • Berry Global Group Inc
  • SS&C Technologies Holdings Inc
  • Nice Ltd ADR
  • Zendesk Inc
  • US Foods Holding Corp
  • LogMeIn Inc
  • Ingevity Corp
  • Snyder's-Lance Inc
  • Performance Food Group Co
MANAGERS

Important Risk Considerations

The fund may not achieve its objective and/or you could lose money on your investment in the fund.

Stock markets and investments in individual stocks are volatile and can decline significantly in response to issuer, market, economic, industry, political, regulatory, geopolitical, and other conditions.

Investments in small-cap companies can be more volatile than investments in larger companies.

Investments in growth companies can be more sensitive to the company's earnings and more volatile than the stock market in general.

The fund's performance may be closely tied to the performance of companies in a limited number of sectors and could be more volatile than the performance of less focused funds.

Please see the prospectus for further information on these and other risk considerations.

Performance

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Average Annual Total Returns %

Average Annual Total Returns %

These results represent the percent change in net asset value.
Monthly | Quarterly As of 09/30/17 (*YTD Updated Daily, As of 12/15/17 , subject to revision and not annualized.)

    Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value fluctuate so your shares, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted.

    The performance shown is attributable in part to unusual market conditions. These conditions may not be repeated in the future.
    MORNINGSTAR RATING
    Morningstar Overall Rating As of 11/30/17 Class A Shares

    Morningstar Small Growth

    Morningstar ratings are based on risk adjusted performance.

    OVERALL
    Out Of Funds
    NA
    OVERALL MORNINGSTAR RATING
    Morningstar Overall Rating As of 11/30/17 Class A Shares

    Morningstar Small Growth

    Morningstar ratings are based on risk adjusted performance.

    NA
    THREE YEAR
    Out Of Funds
    NA
    FIVE YEAR
    Out Of Funds
    NA
    TEN YEAR
    Out Of Funds
    NA

    Important Performance Information

    Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable. All results are historical and assume the reinvestment of dividends and capital gains.

    Sales Charges

    Class A shares ("A") results include the maximum sales charge.

    Annual Rate of Return %
    Pricing & Distributions