MNDGX Mutual Fund

MNDGX Mutual Fund (MFS New Discovery Fund Class R1) is managed by MFS Investment Management with $1.3M in net assets. MNDGX expense ratio is 1.96%, holding 109 positions across sectors including Industrials, Health Care, Information Technology. Inception date: 2005-04-01.

MNDGX performance shows a YTD return of 10.18%. The 1-year return is 19.83% and the 5-year return is -0.83%.

MNDGX 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 MNDGX holdings, MNDGX sectors, or MNDGX dividends.

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