NDVBX Mutual Fund

NDVBX Mutual Fund (MFS New Discovery Value Fund Class B) is managed by MFS Investment Management with $164,145.57 in net assets. NDVBX expense ratio is 1.97%, holding 136 positions across sectors including Financials, Industrials, Health Care. Inception date: 2011-05-26.

NDVBX performance shows a YTD return of 13.45%. The 1-year return is 11.50% and the 5-year return is 4.98%. NDVBX dividend yield stands at 10.02%, paid semi-annually.

NDVBX top holdings include Plains Gp Holdings Lp (1.3%), Cathay Generalbancorp (1.3%), Prosperity Bancshares (1.3%), United Community Banks Inc/Ga Common Stock USD1.0 (1.3%), Columbia Banking System Inc Common Stock (1.2%). Go to all NDVBX holdings, NDVBX sectors, or NDVBX dividends.

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