MFS New Discovery R2
(MNDRX)
+0.01
+0.04%
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 23.89 |
| Category | Small Growth |
| Net Assets | 46.92 Mil |
| Yield | 0.00% |
| Morningstar Risk | High |
| Morningstar Return | High |
- Last NAV update 5/23/2013 4:00 PM ET
| NA |
|---|
| The investment seeks capital appreciation. The fund normally invests the assets primarily in equity securities. It focuses on investing the fund's assets in the stocks of companies the adviser believes to have above average earnings growth potential compared to other companies (growth companies). The fund may invest in companies of any size, while generally focusing on companies with small capitalizations. It may invest the fund's assets in foreign securities. |
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 61.77% | 35.48% | -10.66% | 20.60% | 17.97% |
| Value ($) | 16,177.00 | 21,916.60 | 19,580.29 | 23,613.83 | 27,857.24 |
- Year to date performance as of 5/22/2013 8:00 PM ET
| Symbol | Value ($) |
|---|---|
| Fund Family | MFS |
| Fund Manager | Thomas Wetherald |
| Tenure (Years) | 9 |
| Fund Status | Open |
| Minimum Initial Purchase | 0.00 |
| Minimum IRA Investment | NA |
| Front Load | 0.00 |
| Expense Ratio | 1.58% |
| Symbol | Value ($) |
|---|---|
| 1 Month | 7.71% |
| 3 Months | 8.44% |
| 1 Year | 30.25% |
| 3 Years* | 19.27% |
| 5 Years* | 11.63% |
- * Annualized returns
- Performance as of 5/22/2013 8:00 PM ET
| MNDRX | Small Growth | |
|---|---|---|
| 5-Yr Return | 11.63% | 6.80% |
| Sharpe Ratio | 0.71 | 0.65 |
| Net Assets | 46.92 Mil | 218.15 Mil |
| Avg Market Cap | 2.15 Bil | 1.73 Bil |
| Avg P/E | 17.62 | 19.73 |
| Portfolio Turnover | 128 | 69 |
| Symbol | Value ($) |
|---|---|
| Stocks | 99.88% |
| Cash | 0.12% |
| Fixed Income | 0.00% |
| Other | 0.00% |
| NAME | % NET ASSETS |
|---|---|
| Cabot Oil & Gas Corporation Class A | 2.28% |
| Diana Shipping, Inc. | 2.20% |
| Swift Transportation Co | 2.05% |
| Conceptus, Inc. | 1.77% |
| HomeAway Inc | 1.77% |
| Atwood Oceanics, Inc. | 1.76% |
| SciQuest, Inc. | 1.74% |
| Tronox Ltd | 1.73% |
| Range Resources Corporation | 1.66% |
| Bright Horizons Family Solutions Inc | 1.60% |
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