MIDGX Mutual Fund

MIDGX Mutual Fund (MFS International New Discovery Fund Class R1) is managed by MFS Investment Management with $1.3M in net assets. MIDGX expense ratio is 2.03%, holding 338 positions across sectors including Materials, Consumer Discretionary, Industrials. Inception date: 2005-04-01.

MIDGX performance shows a YTD return of 6.65%. The 1-year return is 9.83% and the 5-year return is 1.37%. MIDGX dividend yield stands at 2.65%, paid annually.

MIDGX top holdings include Mfs Institutional Money Market Portfolio (3.2%), Obic Co. Ltd. (1.4%), Dollarama Inc (1.2%), Agnico Eagle Mines Ltd (1.1%), Italgas Spa (1.0%). 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.