4 / 5 Stars
4 4 3 2 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 122 Small Value 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 21.65 percent over the past year, and 16.16 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||2.7%|
|3 Years (Annualized)||16.2%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
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 are Low compared to funds in the same category.
MFS® New Discovery Value Fund has an expense ratio of 2.20 percent.
Risk is Average compared to funds in the same category according to Morningstar.