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Mfs New Discovery Fund Class R4 (MNDJX)

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26.65 +0.60    +2.30%
02/05 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 23.64M
MFS New Discovery R4 26.65 +0.60 +2.30%

MNDJX Overview

 
On this page you'll find an in-depth profile of Mfs New Discovery Fund Class R4. Learn about the key management, total assets, investment strategy and contact information of MNDJX among other information.
Category

Small Growth

Total Assets

23.64M

Expenses

1.03%

Inception Date

38443

Contact Information

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

Top Executives

Name Title Since Until
Michael S. Grossman Investment Officer 2013 Now
Biography - Equity Portfolio Manager - Investment Officer - 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 2005; previous positions include Equity Research Analyst. - Previous experience includes 3 years as Equity Research Analyst at Essex Investment Management Co., LLC; 3 years as Investment Associate/Global Equity Research at Putnam Investments;. - Affiliations include CFA Institute, CFA Society of Boston,. - Boston College, MBA, Beta Gamma Sigma Society (top 10%) - University of Pennsylvania, BA, with distinction
Paul J. Gordon Equity Portfolio Manager 2014 2017
Biography Paul J. Gordon - Investment Officer - Equity Portfolio Manager - As an Equity Portfolio Manager, responsible for buy and sell decisions, portfolio construction, risk control and cash management. Participates in the research process and strategy discussions. - Joined MFS in 2004 - Previous experience includes 3 years as Equity Research Associate at Fidelity Investments Management and Research Co. - Babson College, BS, cum laude
Thomas H. Wetherald Vice president 2004 2014
Biography Thomas H. Wetherald, CFA, is an investment officer of MFS Investment Management® (MFS®) and portfolio manager of the small-cap portfolios of our mutual funds, variable annuities and institutional accounts. He joined MFS in 2002 as an equity research analyst and was named portfolio manager in July 2004. Before joining the firm, he spent seven years at Manning & Napier Advisors as an analyst and portfolio manager. He also worked as a financial analyst for The Chase Manhattan Bank. Thomas earned a bachelor's degree from St. Lawrence University. He holds the Chartered Financial Analyst designation from the CFA Institute.
Camille Humphries Lee Investment Officer 2004 2005
Biography Camille Humphries Lee is Institutional Equity Portfolio Manager , as an Institutional Portfolio Manager, participates in the research process and strategy discussions, assesses portfolio risk, customizing portfolios to client objectives and guidelines, and management daily cash flows, communication of investment policy, strategy, and positioning. He Joined MFS in 2000. His previous experience includes 3 years as Research Analyst at SG Cowen Securities Corporation and 8 years as Research Analyst and Associate Analyst at Alex Brown. His Affiliations include CFA Institute, CFA Society of Boston. He got MBA from University of Virginia, and BA from University of Virginia.
Robert A. Henderson Lead Portfolio Manager 2002 2005
Biography Rob is the lead Portfolio Manager for our Mid Cap Value strategy and serves as Research Analyst for our Small Cap Core and Small Cap Value strategies. Rob began his career in the investment industry in 1991 and prior to joining the firm, he was a portfolio manager, equity analyst and partner at Rutabaga Capital Management. Rob earned a BA from Harvard College and an MBA from Stanford University.
Donald F. Pitcher Portfolio Manager, Senior Vice President 2002 2004
Biography Prior to joining MFS Investment Management in 1971, Pitcher worked as an investment officer for John Hancock Insurance Company. He is now a senior vice president of investments for MFS and manages various offshore funds. Pitcher is a member of the Boston Security Analysts Society.
David E. Sette-Ducati Senior Vice President 2002 2002
Biography Sette-Ducati serves as senior vice president and portfolio manager with MFS Investment Management. He joined the firm in 1995 as a research analyst.
Neil D. Wagner Director 2001 2002
Biography Wagner has been a director and portfolio manager at Blackrock since April 2002. Prior to joining Blackrock, Wagner was a vice president and portfolio manager at MFS Investment Management since 1998. Prior to joining MFS, Wagner had been a senior research analyst with DFS Advisors LLC from 1997 to 1998 and an associate at Berkshire Partners from 1995 to 1997.
Brian E. Stack Senior Vice President 1997 2001
Biography Mr. Brian Stack is an Equity Portfolio Manager and Senior Vice President with the US Equity Team at Pioneer Investment Management, Incorporated. He is based in our Boston office where he is responsible for managing the Pioneer Growth Opportunities Fund. Before joining Pioneer in 2008, Mr. Stack worked at Long Trail Investment Management as a Portfolio Manager. He previously held the same position at Cylennius Capital Management/Blackrock (2001-2004) and MFS Investment Management (1993-2001). Mr. Stack holds a BA degree in Economics from Boston College (1978) and an MBA from the University of Virginia (1983).
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