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Mfs New Discovery Fund Cl R2: (MF: MNDRX)

(NASDAQ Mutual Funds) As of Oct 28, 2026 06:30 PM ET

$27.74 USD

+0.32 (1.17%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD 12.19 45
3 months -3.81 11
6 months 14.55 19
1 Year 16.71 31
3 Year 13.60 61
5 Year 0.01 90
10 Year 10.42 30

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -53.39
Bull Market (2/09 - 3/21) 948.39

Load Adjusted Returns as of Sep 30, 2026

1 Year 16.71
5 Year 0.01
10 Year 10.42
Since Inception 8.61

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -2.05 19.09 -3.81 NA
2025 -7.38 11.81 4.05 4.02
2024 6.64 -4.03 3.77 -0.36
2023 6.82 3.32 -6.53 10.17
2022 -16.03 -18.73 -3.47 6.30
2021 0.85 7.49 -1.38 -5.53

Annual Return

20262025202420232022202120202019201820172016
% Total Return 12.1912.095.8113.65-29.981.0044.2740.48-1.9325.748.29
% Total Return Rel to Index -0.55-6.12-19.20-12.58-11.77-27.6825.878.992.453.94-3.64
% Total Return Rel to Peer 0.664.79-6.11-2.42-10.46-18.3125.2715.058.8410.14-7.65
% Perf Quintile vs Peer* 4.002.005.004.005.005.001.001.001.001.005.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.000.000.000.000.027.403.892.255.612.810.58
Expense Ratio 1.461.521.531.531.481.471.531.541.571.591.59

* 1 = Top 20%, 5 = Bottom 20%