3 / 5 Stars
3 3 3 4 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 35 Foreign Small/Mid Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 18.86 percent over the past year, 9.39 percent over the past three years, 15.99 percent over the past five years, and 9.68 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.7%|
|3 Years (Annualized)||9.4%|
|5 Years (Annualized)||16.0%|
|10 Years (Annualized)||9.7%|
The investment seeks capital appreciation. The fund normally invests primarily in foreign equity securities, including emerging market equity securities. Equity securities include common stocks, preferred stocks, securities convertible into stocks, equity interests in real estate investment trusts, and depositary receipts for such securities. The adviser focuses on investing the fund's assets in the stocks of companies it believes to have above average earnings growth potential compared to other companies. The fund may invest a large percentage of the fund's assets in issuers in a single country, a small number of countries, or a particular geographic region.
Fees are Above Average compared to funds in the same category.
MFS® International New Discovery Fund has an expense ratio of 2.13 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.