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Mutual Fund Insights: MFS New Discovery R4 Fund (MNDJX)

In-depth Analysis of MFS New Discovery R4 Fund (MNDJX)

Mutual fund chart: MFS New Discovery R4 Fund (MNDJX)

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See MFS New Discovery R4 Fund (MNDJX) performance details as of February 28, 2010

  

    Last Trade: $20.25 on 3/19/2010, Change: -0.12 (-0.59%)
Experiment our closing price forecasting tool for MFS New Discovery R4 Fund (MNDJX) (alpha release)

  

Fund Manager - Thomas H. Wetherald

Fund Manager Tenure: 5.7 years   [Similar Funds: MNDAX  MNDBX  MNDCX  MNDGX  MNDHX  MNDIX  MNDRX ]
Fundmojo Fund Grade: B (Score: 0.69)     (What does this score mean?)
Thomas H. Wetherald is a vice president and portfolio manager with MFS Investment Management, his employer since 2002. Prior to joining MFS, Thomas H. Wetherald was a portfolio manager and research analyst at Manning & Napier Advisors. Thomas H. Wetherald holds the Chartered Financial Analyst designation.  Get more insights on Thomas H. Wetherald

  

What we like about MFS New Discovery R4 Fund (MNDJX) What we like about MFS New Discovery R4 Fund (MNDJX)

Data for MFS New Discovery R4 Fund (MNDJX) as of February 28, 2010

  • MFS New Discovery R4 Fund (MNDJX) management has been with MFS New Discovery R4 Fund for 5.7 years
  • MFS New Discovery R4 Fund (MNDJX) has good short-term performance (1-year return 92.01% vs 60.01 % Small Growth category average)
  • MFS New Discovery R4 Fund (MNDJX) has good Long-term performance (5-year return 4.65% vs 0.80 % Small Growth category average)
  • MFS New Discovery R4 Fund (MNDJX) has a Morningstar rating of 4 and above
  • MFS New Discovery R4 Fund (MNDJX) has a lower management fee than its Small Growth average: 1.30% vs 1.60%
  • MFS New Discovery R4 Fund (MNDJX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about MFS New Discovery R4 Fund (MNDJX) What we are cautious about MFS New Discovery R4 Fund (MNDJX)

Data for MFS New Discovery R4 Fund (MNDJX) as of February 28, 2010

  • MFS New Discovery R4 Fund (MNDJX) has a less-than-ideal mid-term performance (3-year return -1.33% vs -5.64 % Small Growth category average)
  • MFS New Discovery R4 Fund (MNDJX) ratio of up-years vs down years can be improved
  • MFS New Discovery R4 Fund (MNDJX) has an annual stock turnover rate of 150.00% that is higher than the Small Growth average of 136.50%. This could mean MFS New Discovery R4 is more nimble, but also signal potential high tax impact and high trading fees
  • MFS New Discovery R4 Fund (MNDJX) is more volatile than its peers as it has a 3-year Standard Deviation of 28.23 that is higher than category average of 24.99
See MFS New Discovery R4 Fund (MNDJX) performance details as of February 28, 2010

  

  

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MFS New Discovery R4 Fund (MNDJX) Net Asset

Track net asset change of MFS New Discovery R4 fund (MNDJX)

DateNet Asset
02/2010$691.85M
01/2010$49.22M
11/2009$47.49M
More historic net asset information on MFS New Discovery R4 Fund (MNDJX)

  

MFS New Discovery R4 Fund (MNDJX) Portfolio Allocation

Track portfolio allocation change of MFS New Discovery R4 fund (MNDJX)

DateCashStockBondOther
01/20100.19%99.81%0%0%
10/20090.5%99.5%0%0%
09/20090.23%99.76%0%0%
Click here to see more historic asset allocation information on MFS New Discovery R4 Fund (MNDJX)

  

Most Recent Top 10 Holdings in MFS New Discovery R4 Fund (MNDJX)

Discover what MFS New Discovery R4 Fund (MNDJX) manager is buying

31-Jan-10
Lincare Holdings Inc. [1.85%]
CoStar Group, Inc. [1.77%]
Hittite Microwave Corporation [1.64%]
Gen-Probe Incorporated [1.59%]
Constant Contact, Inc. [1.56%]
Bucyrus International, Inc. [1.52%]
Silicon Laboratories, Inc. [1.49%]
Verisk Analytics, Inc. [1.49%]
MICROS Systems, Inc. [1.44%]

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%]
Click here for Stock Holding Change Map in MFS New Discovery R4 Fund (MNDJX)

  

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