MNDRX Mutual Fund

MNDRX Mutual Fund (MFS New Discovery Fund Class R2) is managed by MFS Investment Management with $13.3M in net assets. MNDRX expense ratio is 1.46%, holding 109 positions across sectors including Industrials, Health Care, Information Technology. Inception date: 2003-10-31.

MNDRX performance shows a YTD return of 14.86%. The 1-year return is 21.51% and the 5-year return is -0.25%.

MNDRX 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 MNDRX holdings, MNDRX sectors, or MNDRX dividends.

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