MIDGX Mutual Fund

MIDGX Mutual Fund (MFS International New Discovery Fund Class R1) is managed by MFS Investment Management with $1.2M in net assets. MIDGX expense ratio is 2.03%, holding 274 positions across sectors including Industrials, Materials, Financials. Inception date: 2005-04-01.

MIDGX performance shows a YTD return of 4.98%. The 1-year return is 6.22% and the 5-year return is 1.11%. MIDGX dividend yield stands at 0.97%, paid annually.

MIDGX top holdings include Cash & Cash Equivalents (2.5%), Mfs Institutional Money Market Portfolio (1.6%), Obic Co Ltd (1.3%), Symrise Ag (1.2%), Voltronic Power Technology Sedol B96Hch8 (1.2%). Go to all MIDGX holdings, MIDGX sectors, or MIDGX dividends.

MIDGX can be compared against other funds. Use MIDGX overlap to find shared positions, or MIDGX vs another fund for a side-by-side view. MIDGX alternatives are available via the screener, along with tax-loss harvesting opportunities.