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MFS® New Discovery Fund


Fact Sheet

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Symbol: MNDAX   CUSIP:  552983553   Newspaper Abbreviation: NewDA   Fund number: 97  
Daily NAV:  $25.55  (as of 4/23/14)
    Characteristics Fund Profile Performance Portfolio Management Dividends and Capital Gains Price History Fund Reports/Prospectus Insightful Investing

Holdings-based Characteristics

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Portfolio characteristic data are based on unaudited net assets.

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Portfolio - Equity Level Data
(on 3/31/14)
Weighted Average Price/Earnings (next 12 months) 42.58x
Weighted Average Price/Cash Flow 25.44x
Weighted Average Price/Sales 2.20x
Weighted Average Price/Book 2.78x
Weighted Average IBES Long Term EPS Growth 20.34%
Weighted Average Market Cap $3.2b
Weighted Median Market Cap $2.3b
# of Stock Holdings 121
% in Stocks 98.70%
% in Cash & Other 1 1.30%
% in Top Ten 17.76%

Sector Weights
(on 3/31/14)
% Assets 
Technology 18.63%
Health Care 14.21%
Industrial Goods & Services 13.65%
Energy 12.95%
Special Products & Services 10.96%
Basic Materials 8.11%
Transportation 5.96%
Retailing 4.72%
Leisure 4.53%
Autos & Housing 1.74%
Financial Services 1.55%
Cash & Other1 1.30%
Consumer Staples 1.19%
Utilities & Communications 0.51%

(on 3/31/14)
Country % Assets 
North America   87.23%
  United States 84.91%
  Canada 2.32%
Emerging Markets   8.64%
  Greece 3.57%
  Brazil 1.55%
  Mexico 1.03%
  Argentina 1.03%
  India 1.02%
  South Africa 0.44%
Asia/Pacific ex-Japan   2.19%
  Australia 1.21%
  Hong Kong 0.97%
Cash & Other1   1.30%
  Cash & Other 1.30%
United Kingdom   0.43%
  United Kingdom 0.43%
Developed - Middle East/Africa   0.21%
  Israel 0.21%

Weighted Average IBES Long Term EPS Growth sourced from: Thomson Reuters.


Equity Portfolio Characteristics displayed prior to 1/31/10 reflects its market value, and is not based on equivalent exposure, which may differ.


Portfolio characteristics are based on equivalent exposure, which measures how a portfolio's value would change due to price changes in an asset held either directly or, in the case of a derivative contract, indirectly. The market value of the holding may differ.


1 Cash and other assets are less liabilities.

This publication is authorized for distribution only when preceded or accompanied by a prospectus, or summary prospectus, for the portfolio being offered. Consider the fund's investment objectives, risks, charges and expenses. Contact MFS or view online. Read it carefully.