MFS Global New Discovery R6 (GLNNX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
At close: 08:05AM EDT
MFS Global New Discovery R6
Boston, MA 2199
111 Huntington Avenue,24th Floor
MFS Series Trust IV
1-800-637-2929
Management Information
Peter F. Fruzzetti,Lead Manager since December 15, 2011
Peter Fruzzetti is an investment officer of MFS Investment Management® (MFS®) and a portfolio manager of the firm's international small-cap portfolios.
Peter joined MFS in 2000 as an equity research analyst. He was named portfolio manager in 2004. Prior to joining MFS he was an equity analyst with Fidelity Investments from 1993 to 1999.
He is a graduate of Boston College.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryWorld Small/Mid Stock
Fund FamilyMFS
Net Assets77.39M
YTD Return4.19%
Yield0.00%
Morningstar Rating★★★★
Inception DateDec 15, 2011
Fund Operations
Last Dividend0.04
Last Cap Gain3.00
Holdings Turnover29.00%
Average for CategoryN/A
Fees & Expenses
ExpenseGLNNXCategory Average
Annual Report Expense Ratio (net)1.60%1.26%
Prospectus Net Expense Ratio1.60%N/A
Prospectus Gross Expense Ratio2.03%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.21%
Max Deferred Sales LoadN/A1.14%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
© 2024 Yahoo. All rights reserved.