Morningstar

MFS International New Discovery Fund Class R6 MIDLX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 35.64  /  +0.79 %
  • Total Assets 7.3B
  • Adj. Expense Ratio
    0.910%
  • Expense Ratio 0.910%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Foreign Small/Mid Growth
  • Investment Style Mid Blend
  • Min. Initial Investment 0
  • Status Limited
  • TTM Yield 1.69%
  • Turnover 17%

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 10:28 PM GMT+0

Morningstar’s Analysis MIDLX

Will MIDLX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MIDLX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MIDLX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MIDLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Still a sound foreign smaller-cap vehicle for the long haul.

Senior Analyst William Samuel Rocco

William Samuel Rocco

Senior Analyst

Summary

MFS International New Discovery’s team is still strong after several departures, and it should remain so after a previously disclosed retirement occurs in 2027. The strategy, which is closed to most new investors, remains a solid source of reserved foreign smaller-cap exposure for long-term investors.

by William Samuel Rocco
Rated on Published on

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Portfolio Holdings MIDLX

More MIDLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Currency Cash CASH_USD

2.40 186M
Cash and Equivalents

OBIC Co Ltd

1.25 97M
Technology

Symrise AG

1.22 95M
Basic Materials

Voltronic Power Technology Corp

1.16 90M
Industrials

Agnico Eagle Mines Ltd

1.15 89M
Basic Materials

ASMPT Ltd

1.04 80M
Technology

The Federal Bank Ltd

1.01 78M
Financial Services

Techtronic Industries Co Ltd

1.00 77M
Industrials

GEA Group AG

1.00 77M
Industrials

Hugel Inc

0.99 77M
Healthcare

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