MFS® New Discovery Value Fund

U.S. News evaluated 118 Small Value 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 Value rankings

See more fund rankings

Performance

The fund has returned 27.39 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 0.1%
1 Year 27.4%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

See more NDVAX performance

Summary

The investment seeks capital appreciation. The fund normally invests its assets in equity securities. It focuses on investing in the stocks of companies the adviser believes are undervalued compared to their perceived worth (value companies). While the fund may invest the fund's assets in companies of any size, it generally focuses on companies with small capitalizations. The fund may invest the fund's assets in foreign securities.

Fees

Fees are Low compared to funds in the same category.
MFS® New Discovery Value Fund has an expense ratio of 1.34 percent.

See more NDVAX fees

Risk

Risk is N/A compared to funds in the same category according to Morningstar.

See more NDVAX risk