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MFS International New Discovery R2 (MIDRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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29.96+0.20 (+0.67%)
As of 08:05AM EDT. Market open.

MFS International New Discovery R2

Boston, MA 2199

111 Huntington Avenue 24th Floor

MFS Series Trust V

1-800-637-2929
Management Information
Peter F. Fruzzetti,Lead Manager since December 30, 2004
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
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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

CategoryForeign Small/Mid Growth
Fund FamilyMFS
Net Assets6.32B
YTD Return-1.26%
Yield1.45%
Morningstar Rating★★★
Inception DateOct 30, 2003

Fund Operations

Last Dividend0.43
Last Cap Gain8.00
Holdings Turnover9.00%
Average for CategoryN/A

Fees & Expenses

ExpenseMIDRXCategory Average
Annual Report Expense Ratio (net)1.56%1.30%
Prospectus Net Expense Ratio1.56%N/A
Prospectus Gross Expense Ratio1.57%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.37%
Max Deferred Sales LoadN/A1.33%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A