NDVSX Mutual Fund (MFS New Discovery Value Fund Class R2) is managed by MFS Investment Management with $3.9M in net assets. NDVSX expense ratio is 1.46%, holding 136 positions across sectors including Financials, Industrials, Unknown. Inception date: 2011-05-26.

NDVSX performance shows a YTD return of 13.95%. The 1-year return is 21.94% and the 5-year return is 5.61%. NDVSX dividend yield stands at 9.14%, paid semi-annually.

NDVSX top holdings include Ncr Atleos Corporation (1.4%), Element Solutions Inc (1.4%), Plains Gp Holdings Lp (1.3%), Prosperity Bancshares (1.3%), Portland General (1.2%). View all NDVSX holdings, sector breakdown, or dividend history.

NDVSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. NDVSX alternatives are available via the screener, along with tax-loss harvesting opportunities.