- MFS Global New Discovery Fund
MFS
- Global
- Mid-Cap
- Core
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
$16.75 ( -0.09 )
52 Week HL
$25.78 - $16.75
Net Assets
$93.4 M
Expense Ratio
1.01 %
Sector Allocation
Feb 28, 2021Top 10 Holdings
Mar 25, 2021Company 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
Performance
YTD
-25.7 %
3 Year
-1.83%
5 Year
18.71%
Best
28.92%
2013
Worst
-25.67%
2022
Returns +
Quarterly
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | -12.4% | -0.7% | -22.6% | 14.6% | 2.4% | 5.4% | 0.9% | 3.1% | -2.3% | 11.1% | - |
| Q2 | -15.1% | 7.6% | 24% | 3.4% | 4% | 8.5% | 0.8% | 4.1% | 2% | 2.7% | - |
| Q3 | - | 8.7% | 10.9% | -2.2% | 2.9% | 5.7% | 7.1% | -7.6% | -8.5% | 7.5% | - |
| Q4 | - | -3.8% | 10.5% | 6.3% | -15.3% | 6.2% | -2.9% | 2.3% | 2% | 5.8% | - |
Returns +
Monthly
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | -11.7% | -1.8% | 1.1% | -7.7% | -6.9% | - | - | - | - | - | - | - |
| 2021 | -2.3% | -0.8% | 2.4% | 4.8% | 1.8% | 0.8% | 3.3% | 3.6% | 1.5% | -3.1% | -2.9% | -5.7% |
+
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GLNJX | -26% | 3% | 18% | - | - | 29% | 6% | 2% | -7% | 29% | 24% |
| S&P 500 | - | 29% | 16% | 29% | -6% | 19% | 8% | -1% | 14% | 29% | - |
| Alpha | -26% | -26% | 2% | - | - | 10% | -3% | 2% | -21% | -0% | 24% |