MNDIX Mutual Fund

MNDIX Mutual Fund (MFS New Discovery Fund Class I) is managed by MFS Investment Management with $200.9M in net assets. MNDIX expense ratio is 0.96%, holding 121 positions across sectors including Health Care, Information Technology, Industrials. Inception date: 1997-01-02.

MNDIX performance shows a YTD return of 12.53%. The 1-year return is 15.12% and the 5-year return is -0.10%.

MNDIX top holdings include Cash & Cash Equivalents (4.1%), Mfs Institutional Money Market Portfolio (4.0%), Caci International Inc, Class A (2.5%), Ligand Pharmaceuticals Inc (2.3%), Merit Medical Systems Inc (2.1%). Go to all MNDIX holdings, MNDIX sectors, or MNDIX dividends.

MNDIX can be compared against other funds. Use MNDIX overlap to find shared positions, or MNDIX vs another fund for a side-by-side view. MNDIX alternatives are available via the screener, along with tax-loss harvesting opportunities.