Nasdaq - Delayed Quote USD

MFS New Discovery Value R6 (NDVVX)

19.49 +0.27 (+1.40%)
At close: 4:25 PM EST
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DELL
  • Previous Close 19.22
  • YTD Return 10.09%
  • Expense Ratio 0.84%
  • 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 1.34%
  • 5y Average Return --
  • Holdings Turnover 34.00%
  • Last Dividend 0.07
  • Inception Date May 26, 2011

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

2011-05-26

Inception Date

Performance Overview: NDVVX

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Trailing returns as of 11/4/2024. Category is Small Value.

YTD Return

NDVVX
10.09%
Category
26.79%
?

1-Year Return

NDVVX
23.43%
Category
71.02%
?

3-Year Return

NDVVX
5.78%
Category
9.35%
?

5-Year Return

NDVVX
10.70%
Category
12.17%
?

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Holdings: NDVVX

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Top 10 Holdings (13.00% of Total Assets)

SymbolCompany% Assets
ACIW
ACIW 1.62%
POR
POR 1.40%
NWE
NWE 1.37%
PPBI
PPBI 1.34%
PB
PB 1.30%
NSA
NSA 1.27%
COLB
COLB 1.19%
VNOM
VNOM 1.18%
UMBF
UMBF 1.16%
NOMD
NOMD 1.16%

Sector Weightings

Recent News: NDVVX

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Research Reports: NDVVX

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