MNDRX Mutual Fund
MNDRX Mutual Fund
MFS New Discovery Fund Class R2
MNDRX Mutual Fund Overview
MNDRX Mutual Fund (MFS New Discovery Fund Class R2) is managed by MFS Investment Management with $13.2M in net assets. MNDRX expense ratio is 1.46%, holding 109 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 2003-10-31.
MNDRX performance shows a YTD return of 15.64%. The 1-year return is 26.26% and the 5-year return is 4.60%.
MNDRX top holdings include Mfs Institutional Money Market Portfolio (4.9%), Advanced Energy Industries, Inc. (2.9%), Ligand Pharmaceuticals, Inc. (2.3%), Qxo, Inc. (2.2%), Modine Manufacturing Company (1.9%). View all MNDRX holdings, sector breakdown, or dividend history.
MNDRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MNDRX alternatives are available via the screener, along with tax-loss harvesting opportunities.