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MFS New Discovery Value Fund | NDVAXMutual Fund | |
| MFS SERIES TRUST XIII | |
| Last update 2025-04-24 | 127 Stocks (10 new) |
| Value $3.16 Bil | Turnover 8 % |
MFS New Discovery Value Fund Top Holdings of 2025-02-28
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PB | Prosperity Bancshares Inc | 607,760 | 46,651.7 | -1.95% | 1.480 | -0.03% | 0.640 | +14.81% | -0.39% | 7,032.8 | Banks | |
POR | Portland General Electric Co | 983,103 | 44,072.5 | -1.95% | 1.390 | -0.03% | 0.900 | -1.27% | -3.41% | 4,503.2 | Utilities - Regulated | |
SLM | SLM Corp | 1,423,145 | 42,964.8 | -8.85% | 1.360 | -0.11% | 0.680 | +31.76% | +22.18% | 7,011.3 | Credit Services | |
PPBI | Pacific Premier Bancorp Inc | 1,793,240 | 42,840.5 | -1.95% | 1.350 | -0.03% | 1.850 | +23.76% | -7.69% | 2,169.5 | Banks | |
THG | The Hanover Insurance Group Inc | 245,404 | 41,848.7 | -1.95% | 1.320 | -0.02% | 0.680 | +5.25% | +6.81% | 5,870.2 | Insurance | |
PAGP | Plains GP Holdings LP | 1,909,622 | 41,247.8 | -1.95% | 1.300 | -0.02% | 0.970 | +13.11% | +11.89% | 3,915.3 | Oil & Gas | |
COLB | Columbia Banking System Inc | 1,526,498 | 40,803.3 | -1.95% | 1.290 | -0.03% | 0.730 | +20.58% | -5.69% | 5,202.6 | Banks | |
FHB | First Hawaiian Inc | 1,486,239 | 39,994.7 | -1.95% | 1.260 | -0.02% | 1.180 | +22.07% | +1.72% | 3,252.4 | Banks | |
BPOP | Popular Inc | 396,549 | 39,825.4 | -1.95% | 1.260 | -0.02% | 0.570 | +38.93% | +22.34% | 7,769.8 | Banks | |
PBH | Prestige Consumer Healthcare Inc | 467,240 | 39,598.6 | -1.95% | 1.250 | -0.02% | 0.940 | -6.84% | -2.04% | 3,766.4 | Drug Manufacturers |
MFS New Discovery Value Fund's Historical Top Holdings Breakdowns
MFS New Discovery Value Fund's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AXS | Axis Capital Holdings Ltd | 2025-02-28 | New Buy New Buy | +0.96% | 85.54 ($90.75) 96.88 | $96.20 | 6.01% | New holding | 313,205 | 313,205 | |
AIZ | Assurant Inc | 2025-02-28 | Sold Out Sold Out | -0.94% | 198.92 ($212) 227.34 | $187.56 | -11.53% | Sold Out | 0 | -148,521 | |
DAN | Dana Inc | 2025-02-28 | New Buy New Buy | +0.86% | 10 ($13.64) 16.88 | $16.85 | 23.53% | New holding | 1,828,424 | 1,828,424 | |
NSIT | Insight Enterprises Inc | 2025-02-28 | New Buy New Buy | +0.84% | 149.36 ($162.08) 174.13 | $139.99 | -13.63% | New holding | 172,153 | 172,153 | |
| BERY Unlock Delisted | Berry Global Group Inc | 2025-02-28 | Sold Out Sold Out | -0.84% | 64.2 ($68.43) 72.73 | $67.58 | -1.24% | Sold Out | 0 | -418,225 | |
LXP | LXP Industrial Trust | 2025-02-28 | Sold Out Sold Out | -0.77% | 7.72 ($8.51) 9.43 | $8.59 | 0.94% | Sold Out | 0 | -2,952,650 | |
TSX:SFTC | Softchoice Corp | 2025-02-28 | Sold Out Sold Out | -0.73% | 21.38 (C$23.79) 24.46 | C$24.49 | 2.94% | Sold Out | 0 | -1,576,010 | |
THRY | Thryv Holdings Inc | 2025-02-28 | New Buy New Buy | +0.68% | 14.15 ($16.55) 20.12 | $12.76 | -22.90% | New holding | 1,247,954 | 1,247,954 | |
UE | Urban Edge Properties | 2025-02-28 | New Buy New Buy | +0.68% | 19.65 ($21.05) 23.01 | $18.91 | -10.17% | New holding | 1,043,075 | 1,043,075 | |
SNDR | Schneider National Inc | 2025-02-28 | Sold Out Sold Out | -0.60% | 26.09 ($29.44) 33.61 | $26.83 | -8.87% | Sold Out | 0 | -646,835 |
MFS New Discovery Value Fund Total Holding History ($B)
MFS New Discovery Value Fund's Asset Allocation
MFS New Discovery Value Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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MFS New Discovery Value Fund's Hypothetical Growth since 2025-02-28
MFS New Discovery Value Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
MFS New Discovery Value Fund's Holdings Heat Map
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MFS New Discovery Value Fund's Holdings Bubble Chart
MFS New Discovery Value Fund News
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