MFS International New Discovery Fund Class R4 (MIDJX)

$30.78
B Fund
- Sector
Fund TypeMutual Fund
Fund CategoryGlobal & Intl. Equity
Fund BenchmarkInternational Small Cap
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
MFS International New Discovery Fund Class R4 24 0.64 1.18% 3.56% 1.14%
International Small Cap 28 0.75 2.43% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 1.52% 2.22% -0.71%
Year-to-Date 1.18% 2.43% -1.25%
1 Year 6.17% 10.07% -3.90%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

24%

(very high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 24% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 1.14%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$1,424

Real cost (fees + lost compounding)

$1,765

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
97%

Return in excess of styles
(over past year)
0.31%