MNDJX Mutual Fund

MNDJX Mutual Fund (MFS New Discovery Fund Class R4) is managed by MFS Investment Management with $31.7M in net assets. MNDJX expense ratio is 0.96%, holding 109 positions across sectors including Industrials, Health Care, Information Technology. Inception date: 2005-04-01.

MNDJX performance shows a YTD return of 10.86%. The 1-year return is 21.06% and the 5-year return is 0.17%.

MNDJX 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 MNDJX holdings, MNDJX sectors, or MNDJX dividends.

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