MNDAX Mutual Fund

MNDAX Mutual Fund (MFS New Discovery Fund Class A) is managed by MFS Investment Management with $826.6M in net assets. MNDAX expense ratio is 1.21%, holding 109 positions across sectors including Industrials, Health Care, Information Technology. Inception date: 1997-01-02.

MNDAX performance shows a YTD return of 10.66%. The 1-year return is 20.76% and the 5-year return is -0.08%.

MNDAX top holdings include Mfs Institutional Money Market Portfolio (4.9%), Advanced Energy Industries Inc. (2.9%), Ligand Pharmaceuticals, Inc. (2.3%), Qxo, Inc. (2.2%), Modine Manufacturing Company (1.9%). Go to all MNDAX holdings, MNDAX sectors, or MNDAX dividends.

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