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MFS International New Discovery Fund Class A – MIDAX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
29.410.12 (+0.41%)24.79 - 29.470.0

Market data as of 6:05PM 08/23/16. Quotes are delayed by at least 15 min.

Overview - MIDAX

The investment seeks capital appreciation. The fund normally invests its assets primarily in foreign equity securities, including emerging market equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. The fund may invest a large percentage of the fund's assets in issuers in a single country, a small number of countries, or a particular geographic region.

Growth of $10,000 (10 Years)

Total Return10.97%
Yield (Trailing 12 Mo.)0.85%
Expense Ratio1.37%
Front Load5.75%
Deferred LoadNone
Minimum Investment$1,000
Management Tenure19 Years
Fund Inception10/09/1997

Trailing Total Returns - MIDAX

as of 07/31/2016
TimeframeMIDAXS&P 500Foreign Small/Mid Growth
1 Month4.41%3.69%4.63%
3 Month3.66%5.82%2.88%
1 Year0.79%5.61%-1.23%
3 Year4.44%11.16%5.09%
5 Year5.98%13.38%5.82%
10 Year6.11%7.75%5.35%
Since Inception10.97%10.51%--

Sector Allocation - MIDAX

as of 07/31/2016
Basic Materials
Consumer Cyclical
Financial Services
Real Estate
Consumer Defensive
Communication Services

Asset Allocation - MIDAX

as of 07/31/2016
By PercentShort0%LongNet
Foreign Stock0.00
Foreign Bond0.00
Total Net Assets$4.63B
Total Stock Holdings282
Total Bond Holdings0

Top Ten Holdings - MIDAX

as of 07/31/2016
CompanyYTD Return% of Assets
Bunzl PLC--3.53%
OBIC Co Ltd--2.08%
Amadeus IT Holding SA A--1.71%
Symrise AG--1.36%
Croda International PLC--1.28%
Compass Group PLC--1.26%
Domino's Pizza Group PLC--1.25%
Dignity PLC--1.21%
Hiscox Ltd--1.06%

Valuation & Growth - MIDAX

as of 07/31/2016
ValuationMIDAXCategory Range
Price/Cash Flow13.26
Dividend Yield2.45
LT Earnings11.13
Historical Earnings9.79
Sales Growth4.12
Cash-Flow Growth1.22
Book-Value Growth7
Key:  Lo 

Morningstar Summary - MIDAX, 3 Year

Management Style
Large Cap
Medium Cap
Small Cap
Ratingvs Category
RiskBelow Avg
ReturnBelow Avg
Key:  Lo 

Tax Analysis - MIDAX, 3 Year Avg

Pretax Return4.44%
Tax-adjusted Return2.00%
Tax Cost Ratio0.39%
Potential Cap Gains20.74%

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