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Mutual Fund Insights: MFS New Discovery B Fund (MNDBX)

In-depth Analysis of MFS New Discovery B Fund (MNDBX)

Mutual fund chart: MFS New Discovery B Fund (MNDBX)

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See MFS New Discovery B Fund (MNDBX) performance details as of January 31, 2010

  

    Last Trade: $18.74 on 3/17/2010, Change: +0.14 (0.75%)
Experiment our closing price forecasting tool for MFS New Discovery B Fund (MNDBX) (alpha release)

  

Fund Manager - Thomas H. Wetherald

Fund Manager Tenure: 5.7 years   [Similar Funds: MNDAX  MNDCX  MNDGX  MNDHX  MNDIX  MNDJX  MNDRX ]
Fundmojo Fund Grade: A (Score: 0.75)     (What does this score mean?)
Wetherald is a vice president and portfolio manager with MFS Investment Management, his employer since 2002. Prior to joining MFS, Wetherald was a portfolio manager and research analyst at Manning & Napier Advisors. Wetherald holds the Chartered Financial Analyst designation.  Get more insights on Thomas H. Wetherald

  

What we like about MFS New Discovery B Fund (MNDBX) What we like about MFS New Discovery B Fund (MNDBX)

Data for MFS New Discovery B Fund (MNDBX) as of January 31, 2010

  • MFS New Discovery B Fund (MNDBX) management has been with MFS New Discovery B Fund for 5.7 years
  • MFS New Discovery B Fund (MNDBX) has good short-term performance (1-year return 66.97% vs 39.62% Small Growth category average)
  • MFS New Discovery B Fund (MNDBX) has good mid-term performance (3-year return -3.26% vs -6.96% Small Growth category average)
  • MFS New Discovery B Fund (MNDBX) has good Long-term performance (5-year return 2.46% vs 0.25% Small Growth category average)
  • MFS New Discovery B Fund (MNDBX) ratio of up-years vs down years is greater than 2

  

What we are cautious about MFS New Discovery B Fund (MNDBX) What we are cautious about MFS New Discovery B Fund (MNDBX)

Data for MFS New Discovery B Fund (MNDBX) as of January 31, 2010

  • MFS New Discovery B Fund (MNDBX) has a Morningstar rating of 3 and below
  • MFS New Discovery B Fund (MNDBX) has an annual stock turnover rate of 150.00% that is higher than the Small Growth average of 131.92%. This could mean MFS New Discovery B is more nimble, but also signal potential high tax impact and high trading fees
  • MFS New Discovery B Fund (MNDBX) is more volatile than its peers as it has a 3-year Standard Deviation of 28.06 that is higher than category average of 24.84
  • MFS New Discovery B Fund (MNDBX) has a higher management fee of 2.33% than its Small Growth average of 1.60%
  • MFS New Discovery B Fund (MNDBX) carries a 4% load
See MFS New Discovery B Fund (MNDBX) performance details as of January 31, 2010

  

  

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MFS New Discovery B Fund (MNDBX) Net Asset

Track net asset change of MFS New Discovery B fund (MNDBX)

DateNet Asset
01/2010$28.39M
11/2009$28.68M
10/2009$27.91M
More historic net asset information on MFS New Discovery B Fund (MNDBX)

  

MFS New Discovery B Fund (MNDBX) Portfolio Allocation

Track portfolio allocation change of MFS New Discovery B fund (MNDBX)

DateCashStockBondOther
10/20090.5%99.5%0%0%
09/20090.23%99.76%0%0%
08/20090.25%99.75%0%0%
Click here to see more historic asset allocation information on MFS New Discovery B Fund (MNDBX)

  

Most Recent Top 10 Holdings in MFS New Discovery B Fund (MNDBX)

Discover what MFS New Discovery B Fund (MNDBX) manager is buying

31-Oct-09
MSCI INC [1.76%]
Hittite Microwave Corporation [1.76%]
Lincare Holdings Inc. [1.71%]
CoStar Group, Inc. [1.66%]
Verisk Analytics, Inc. [1.57%]
Gen-Probe Incorporated [1.56%]
Copart, Inc. [1.54%]
ARVINMERITOR INC [1.49%]
MICROS Systems, Inc. [1.47%]
Landstar System, Inc. [1.37%]

30-Sep-09
Nuance Communications, Inc. [1.86%]
CoStar Group, Inc. [1.72%]
Hittite Microwave Corporation [1.6%]
MICROS Systems, Inc. [1.56%]
Ciena Corporation [1.52%]
Copart, Inc. [1.52%]
Lincare Holdings Inc. [1.47%]
Landstar System, Inc. [1.44%]
MINDRAY MEDICAL INTL [1.43%]
ARVINMERITOR INC [1.42%]

31-Aug-09
CoStar Group, Inc. [1.73%]
Hittite Microwave Corporation [1.63%]
Silicon Laboratories, Inc. [1.61%]
Team, Inc. [1.58%]
MICROS Systems, Inc. [1.58%]
Nuance Communications, Inc. [1.48%]
MINDRAY MEDICAL INTL [1.48%]
ARVINMERITOR INC [1.43%]
JONES LANG LASALLE [1.43%]
Zumiez Inc. [1.39%]
Click here for Stock Holding Change Map in MFS New Discovery B Fund (MNDBX)

  

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