Mfs New Discovery Fund Quote
| NDVVX Fund | USD 16.84 0.21 1.23% |
PerformanceVery Weak
| Odds Of DistressLow
|
Mfs New is trading at 16.84 as of the 13th of March 2025; that is 1.23% down since the beginning of the trading day. The fund's open price was 17.05. Mfs New has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 13th of December 2024 and ending today, the 13th of March 2025. Click here to learn more.
The fund normally invests its assets in equity securities. Equity securities include common stocks, equity interests in real estate investment trusts , and other securities that represent an ownership interest in a company or other issuer. The advisor focuses on investing the funds assets in the stocks of companies the advisor believes are undervalued compared to their perceived worth. More on Mfs New Discovery
Moving against MFS Mutual Fund
MFS Mutual Fund Highlights
| Fund Concentration | MFS Funds, Large Funds, Small Value Funds, Small Value, MFS (View all Sectors) |
| Update Date | 31st of March 2025 |
Mfs New Discovery [NDVVX] is traded in USA and was established 13th of March 2025. Mfs New is listed under MFS category by Fama And French industry classification. The fund is listed under Small Value category and is part of MFS family. This fund now has accumulated 1.74 B in assets with no minimum investment requirementsMfs New Discovery is currently producing year-to-date (YTD) return of 1.7% with the current yeild of 0.02%, while the total return for the last 3 years was 4.14%.
Check Mfs New Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on MFS Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding MFS Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Mfs New Discovery Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Mfs New Discovery Mutual Fund Constituents
| GPK | Graphic Packaging Holding | Stock | Materials | |
| KBR | KBR Inc | Stock | Industrials | |
| SLGN | Silgan Holdings | Stock | Materials | |
| BERY | Berry Global Group | Stock | Materials | |
| CATY | Cathay General Bancorp | Stock | Financials | |
| LKQ | LKQ Corporation | Stock | Consumer Discretionary | |
| PLXS | Plexus Corp | Stock | Information Technology | |
| RBC | RBC Bearings Incorporated | Stock | Industrials |
Mfs New Top Holders
| MHELX | Mh Elite Small | Mutual Fund | Allocation--85%+ Equity |
Mfs New Discovery Risk Profiles
| Mean Deviation | 0.853 | |||
| Standard Deviation | 1.16 | |||
| Variance | 1.34 | |||
| Risk Adjusted Performance | (0.19) |
Mfs New Against Markets
Other Information on Investing in MFS Mutual Fund
Mfs New financial ratios help investors to determine whether MFS Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in MFS with respect to the benefits of owning Mfs New security.
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