NDVAX : MFS New Discovery Value Fund Class A

NDVAX is a US Stocks Market Small Value with MODERATE fees.

NDVAX

MFS New Discovery Value Fund Class A

FI Score

52 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

9 /10

Category Score

5 /10

Market Size

9 /10

52% FI Score
  • ndvax
  • Mutual Fund
  • US Stocks
  • Small Value

MFS New Discovery Value Fund Class A

Expenses: 1.22% (Better than 1% of similar funds)

This is an OK choice for a Small Value US Stocks fund. See why ยป

Fund Summary

The investment seeks capital appreciation. The fund normally invests its assets in equity securities. Equity securities include common stocks, equity interests in real estate investment trusts (REITs), and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. MFS 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 primarily invests in companies with small capitalizations. The fund may invest the fund's assets in foreign securities.

Largest Holdings

Amount Holding
2.06% KBR Inc
1.95% Graphic Packaging Holding Co
1.65% South Jersey Industries Inc
1.62% Quanta Services Inc
1.60% Portland General Electric Co
1.52% Corporate Office Properties Trust
1.51% Lakeland Financial Corp
1.48% PAE Inc
1.48% Schneider National Inc Class B
1.47% Black Hills Corp

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