MNDIX Mutual Fund

MNDIX Mutual Fund (MFS New Discovery Fund Class I) is managed by MFS Investment Management with $222.1M in net assets. MNDIX expense ratio is 0.96%, holding 109 positions across sectors including Industrials, Health Care, Information Technology. Inception date: 1997-01-02.

MNDIX performance shows a YTD return of 10.85%. The 1-year return is 21.07% and the 5-year return is 0.17%.

MNDIX 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 MNDIX holdings, MNDIX sectors, or MNDIX dividends.

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