Scorecard
4 / 5 Stars
Lipper
5 5 3 2 1
Zacks Investment Research
2 (Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
B+ (Buy)

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.

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Performance

The fund has returned 22.60 percent over the past year, and 17.02 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 3.1%
1 Year 22.6%
3 Years (Annualized) 17.0%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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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 1.45 percent.

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Risk

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

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See Also:

Top MFS Funds

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