MFS® New Discovery Fund

Scorecard
2 / 5 Stars
Lipper
2 2 1 2 1
Zacks Investment Research
4 (Sell)
Standard & Poor's
1 / 5 Stars
TheStreet.com
E- (Sell)

U.S. News evaluated 219 Small Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all MFS funds

See full Small Growth rankings

See more fund rankings

Performance

The fund has returned 15.73 percent over the past year, 9.86 percent over the past three years, 20.56 percent over the past five years, and 8.81 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date -2.0%
1 Year 15.7%
3 Years (Annualized) 9.9%
5 Years (Annualized) 20.6%
10 Years (Annualized) 8.8%

See more ECNDX performance

Summary

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.

Fees

Fees are Above Average compared to funds in the same category.
MFS® New Discovery Fund has an expense ratio of 2.11 percent.

See more ECNDX fees

Risk

Risk is High compared to funds in the same category according to Morningstar.

See more ECNDX risk

See Also:

Top MFS Funds