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MFS International New Discovery Fund;A

NAS: MIDAX

GO
/zigman2/quotes/209431037/realtime

$

30.52

Change

+0.38 +1.26%

May 26, 2022

YTD return

-17.70%

5 yr avg return

3.01%

Total net assets

686.80M

52 week low

52 week high

$29.17

$43.35

Yield

1.21%

Fees & Expenses

Front load

5.75%

Deferred load

0.00%

Max. redemption fee

0.00%

Total expense ratio

1.27%

12 b-1

0.25%

Turnover

11.00%

Expense Calculator

Amt Invested:

Timeframe:

Total expense ratio:

Front load:

Deferred load:

Expense projection:

Estimated Total:

* Expense Calculator results are based on the fund's past performance. Preferred load may be less. Check with your fund company for exact values.

Distributions

Income dividend

0.37

Dividend freq.

Annually

Capital gain (2021)

1.44

Capital gain (YTD)

n/a

Risk Measures

Alpha

-0.80

Beta

0.86

Standard deviation

4.96

R. squared

0.82

Min. Investment

Standard (taxable)

1000

IRA

250

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/news/latest/company/us/midax

MarketWatch News on MIDAX

  1. MFS elevates three execs to senior management roles

    6:48 p.m. May 8, 2006

    - Jonathan Burton

  2. Nine low-cost international funds with high potential

    10:47 p.m. Sept. 9, 2005

    - Jonathan Burton

  3. audio content Melendez: International markets yield better returns

    2:45 p.m. Oct. 28, 2004

    - Erin Beach

  4. MFS opens International Diversification Fund

    11:11 a.m. Oct. 1, 2004

    - Kathie O'Donnell

  5. International funds rake in the dollars

    8:56 p.m. June 1, 2003

    - Barbara Kollmeyer

  6. Mutual funds can offer shelter from market volatility

    12:05 a.m. May 17, 2002

    - Marshall Loeb

  7. Best of the Breed -- Cover Story

    12:01 a.m. July 23, 2001

    - Barron's Online

Lipper Leader

Total Return: 2 Consistent Return: 1 Preservation: 4 Tax Efficiency: 4 Expense: 3

YTD Lipper Ranking: Quintile 2 (37th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD -17.70% -21.86% -16.00% 37% 2
1yr -17.64% -19.91% -3.60% 42% 3
3yr 1.77% 5.10% 14.00% 87% 5
5yr 3.01% 3.81% 12.50% 63% 4
10yr 6.75% 7.78% 13.9% 70% 4

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$52,172

Fund Comparison

Compare: Returns Risk Fees Holdings

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Investment focus:

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Return timeframe:

Fund Details

Category

International Sm/Md-Cp Gro Fds

Fund family

MFS Funds Class A

Fund status

Open

Fund inception

October 9, 1997

Manager

Team Managed

Investment Policy

The Fund seeks capital appreciation. The Fund will invest at least 80% of its total assets in equity securities of companies whose principal activities are outside the U.S.

/news/nonmarketwatch/company/us/midax

Other News on MIDAX

  1. 3 Must-Buy MFS Mutual Funds

    9:11 a.m. Feb. 3, 2020

    - Zacks.com

  2. Buy These 3 Great MFS Mutual Funds Today

    11:02 a.m. March 1, 2019

    - Zacks.com

  3. Look at MFS International New Discovery A Fund (MIDAX)

    10:05 a.m. Nov. 20, 2017

    - Zacks.com

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