MNDBX Mutual Fund

MNDBX Mutual Fund (MFS New Discovery Fund Class B) is managed by MFS Investment Management with $508,274.3 in net assets. MNDBX expense ratio is 1.96%, holding 109 positions across sectors including Industrials, Health Care, Information Technology. Inception date: 1997-11-03.

MNDBX performance shows a YTD return of 14.49%. The 1-year return is 20.94% and the 5-year return is -0.76%.

MNDBX top holdings include Mfs Institutional Money Market Portfolio (4.0%), Cash & Cash Equivalents (3.9%), Ligand Pharmaceuticals, Inc. (2.4%), Advanced Energy Industries Inc. (2.1%), Littelfuse Inc (2.1%). Go to all MNDBX holdings, MNDBX sectors, or MNDBX dividends.

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