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MFS New Discovery Value I NDVIX

Quantitative rating as of
NAV / 1-Day Return
17.17  /  3.65 %
Total Assets
3.7 Bil
Adj. Expense Ratio
0.930%
Expense Ratio
0.930%
Distribution Fee Level
Average
Share Class Type
Institutional
Category
Small Value
Investment Style
Small Value
Min. Initial Investment
0
Status
Limited
TTM Yield
0.82%
Turnover
44%

Morningstar’s Analysis NDVIX

Will NDVIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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A sound investment process and strong management team underpin MFS New Discovery Value I's Morningstar Quantitative Rating of Silver. The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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