• MFS Global New Discovery Fund

MFS

  • Global
  • Mid-Cap
  • Core

MFS Global New Discovery Fund

GLNIX

Summary

The fund seeks capital appreciation by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in U.S. and foreign equity securities, including emerging market equity securities.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on companies exhibiting above average earnings growth potential relative to More

Price

Last Close

$20.17 ( +0.36 )

52 Week HL

$28.65 - $19.13

Net Assets

$93.4 M

Expense Ratio

1.01 %

Sector Allocation

Feb 28, 2021

Top 10 Holdings

Mar 25, 2021

Company Name

  • PRA Health
  • Arthur J
  • ASM International
  • Cranswick PLC
  • GFL Environmental

Holding

Company Name

  • Gerresheimer AG
  • Electrocomponents PLC
  • PerkinElmer Inc
  • Cellnex Telecom
  • Clarivate PLC
  • Total

Holding

  • 0%

Manager

Name

Peter Fruzzetti

Leadership

Single Manager

Tenure

2003

Advisor

Documents

Prospectus

Annual Reports

Website

Link

Performance

YTD

-25.6 %

3 Year

1.27%

5 Year

26.26%

Best

30.21%
2013

Worst

-25.56%
2022

Returns +
Quarterly

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -10.2% -0.5% -22.4% 14.9% 2.6% 5.6% 1.2% 3.4% -2% 11.4% -
Q2 -15.3% 7.9% 24.3% 3.7% 4.3% 8.7% 1% 4.3% 2.2% 2.9% -
Q3 - 8.9% 11.2% -1.9% 3.2% 6% 7.5% -7.4% -8.3% 7.8% -
Q4 - -3.2% 11.1% 6.8% -15.1% 6.5% -2.7% 2.6% 2.3% 6% -

Returns +
Monthly

J F M A M J J A S O N D
2022 -7.8% -5.3% 2.8% -7.3% -10.6% - - - - - - -
2021 -2.2% -0.7% 2.4% 4.9% 1.9% 0.9% 3.4% 3.7% 1.5% -2.4% -4.6% -3.5%

+
Annual

    2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
    0%29%16%29%-6%19%8%-1%14%29%0%

Alpha

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
GLNIX -26%5%19%27%-8%30%7%3%-6%30%26%
S&P 500 -29%16%29%-6%19%8%-1%14%29%-
Alpha -26%-23%4%-2%-2%11%-1%3%-20%1%26%

GLNIX S&P 500

Chart +