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Mfs New Discovery Value Fund Class I (NDVIX)

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18.05 +0.23    +1.29%
31/05 - Closed. Currency in USD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 1.32B
Type:  Fund
Market:  United States
Issuer:  MFS
Asset Class:  Equity
MFS New Discovery Value I 18.05 +0.23 +1.29%

NDVIX Overview

 
On this page you'll find an in-depth profile of Mfs New Discovery Value Fund Class I. Learn about the key management, total assets, investment strategy and contact information of NDVIX among other information.
Category

Small Value

Total Assets

1.32B

Expenses

0.94%

Inception Date

40689

Investment Strategy

The investment seeks capital appreciation. The fund normally invests its assets in equity securities. Equity securities include common stocks, equity interests in real estate investment trusts (REITs), and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. The advisor focuses on investing the fund’s assets in the stocks of companies the advisor believes are undervalued compared to their perceived worth. MFS may invest the fund's assets in foreign securities.

Contact Information

Address 111 Huntington Avenue
Boston,MA 02199-7632
United States
Phone +1 8779606077

Top Executives

Name Title Since Until
Richard Offen Portfolio Manager 2019 Now
Biography Richard L. Offen - Investment Officer - Equity Portfolio Manager - As an Equity Portfolio Manager, responsible for final buy and sell decisions, portfolio construction and risk and cash management. Participates in the research process and strategy discussions. - Joined MFS in 2011 - Previous experience includes 1 year as an Associate - Investment Banking at Stifel, Nicolaus and Co, Inc.; 3 years as an Associate/Analyst - Investment Banking at FBR Capital Markets. - Experience includes participation in the MFS MBA Internship program in 2010. - University of Virginia, Master of Business Administration - Davidson College, Bachelor of Arts
Kevin J. Schmitz Portfolio Manager and investment officer 2011 Now
Biography Kevin J. Schmitz is an investment officer and equity portfolio manager at MFS Investment Management® (MFS®). He manages the firm's small and mid-cap value portfolios. Kevin assumed his current duties in 2011. He joined MFS in 2002 as an equity research analyst covering financial stocks. In 2009 he took on portfolio comanagement duties in addition to his analyst role. Prior to joining the firm, he was a financial analyst and vice president of business development for Fidelity Investments. Kevin earned a bachelor's of Business Administration degree from of the University of Michigan.
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