MNDRX Mutual Fund

MNDRX Mutual Fund (MFS New Discovery Fund Class R2) is managed by MFS Investment Management with $13.5M in net assets. MNDRX expense ratio is 1.46%, holding 109 positions across sectors including Industrials, Health Care, Information Technology. Inception date: 2003-10-31.

MNDRX performance shows a YTD return of 10.49%. The 1-year return is 20.43% and the 5-year return is -0.33%.

MNDRX top holdings include Mfs Institutional Money Market Short Term Vehicle Frb (5.0%), Cash and Cash Equivalents (4.6%), Advanced Energy Industries, Inc. (2.5%), Ttm Techologies (2.1%), Macom Technology Solutions Holdings, Inc. (2.0%). Go to all MNDRX holdings, MNDRX sectors, or MNDRX dividends.

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