NDVTX Mutual Fund (MFS New Discovery Value Fund Class R3) is managed by MFS Investment Management with $50.1M in net assets. NDVTX expense ratio is 1.21%, holding 136 positions across sectors including Financials, Industrials, Unknown. Inception date: 2011-05-26.

NDVTX performance shows a YTD return of 14.09%. The 1-year return is 22.25% and the 5-year return is 5.87%. NDVTX dividend yield stands at 9.20%, paid semi-annually.

NDVTX 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 NDVTX holdings, sector breakdown, or dividend history.

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