NDVTX Mutual Fund
NAV$18.82
AUM$50M
TER1.21%
Holdings136
NDVTX Mutual Fund
NAV$18.82
MFS New Discovery Value Fund Class R3
AUM$50M
TER1.21%
Holdings136
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NDVTX Mutual Fund Performance
NDVTX performance across multiple time periods: 1-month 5.85%, YTD 14.09%, 1-year 22.25%, 3-year 10.97%, 5-year 5.87%, 10-year 11.42%.
NDVTX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.
NDVTX performance comparison shows side-by-side returns with another fund. NDVTX alternatives are available in the Mutual Fund Screener.