Nasdaq - Delayed Quote USD

MFS New Discovery Value B (NDVBX)

17.59 -0.03 (-0.17%)
As of 8:05 AM EDT. Market Open.
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DELL
  • Previous Close 17.62
  • YTD Return 9.16%
  • Expense Ratio 1.94%
  • Category Small Value
  • Last Cap Gain 14.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 3.48B
  • Beta (5Y Monthly) 0.96
  • Yield 0.41%
  • 5y Average Return --
  • Holdings Turnover 34.00%
  • Last Dividend 0.03
  • Inception Date Jul 2, 2012

The fund normally invests its assets in equity securities. Equity securities include common stocks, equity interests in real estate investment trusts (REITs), and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. The advisor focuses on investing the fund’s assets in the stocks of companies the advisor believes are undervalued compared to their perceived worth. MFS may invest the fund's assets in foreign securities.

MFS

Fund Family

Small Value

Fund Category

3.48B

Net Assets

2012-07-02

Inception Date

Performance Overview: NDVBX

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Trailing returns as of 10/23/2024. Category is Small Value.

YTD Return

NDVBX
9.16%
Category
26.79%
?

1-Year Return

NDVBX
22.03%
Category
71.02%
?

3-Year Return

NDVBX
4.62%
Category
9.35%
?

5-Year Return

NDVBX
9.48%
Category
12.17%
?

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Holdings: NDVBX

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Top 10 Holdings (13.08% of Total Assets)

SymbolCompany% Assets
ACIW
ACIW 1.71%
POR
POR 1.41%
PPBI
PPBI 1.37%
PB
PB 1.33%
NWE
NWE 1.30%
VNOM
VNOM 1.25%
NSA
NSA 1.23%
AL
AL 1.17%
UMBF
UMBF 1.15%
COLB
COLB 1.15%

Sector Weightings

Recent News: NDVBX

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Research Reports: NDVBX

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