MFS Funds > MFS SERIES TRUST IV

MFS Global New Discovery Fund

Series ID: S000035048
LEI: 5493003SLYU1HYL4ZY30
SEC CIK: 63068
$64.01M Avg Monthly Net Assets
$75.64M Total Assets
$66K Total Liabilities
$75.57M Net Assets
MFS Global New Discovery Fund is a Mutual Fund in MFS SERIES TRUST IV from MFS Funds, based in Massachusetts, United States of America. The fund has nine share classes and monthly net assets of $64.01M. On July 25th, 2024 it reported 97 holdings, the largest being MFS Institutional Money Market Portfolio (3.2%), Howmet Aerospace Inc (2.5%) and Cranswick PLC (2.4%). Data provided by Fincoded.

Share Classes

Name Class/Contract ID Ticker Monthly Returns (2 years)
Class A C000107817 GLNAX May 22Jun 22Jul 22Aug 22Sep 22Oct 22Nov 22Dec 22Jan 23Feb 23Mar 23Apr 23May 23Jun 23Jul 23Aug 23Sep 23Oct 23Nov 23Dec 23Jan 24Feb 24Mar 24Apr 249.79% (Max)-10.65% (Min)
Class B C000107818 GLNBX May 22Jun 22Jul 22Aug 22Sep 22Oct 22Nov 22Dec 22Jan 23Feb 23Mar 23Apr 23May 23Jun 23Jul 23Aug 23Sep 23Oct 23Nov 23Dec 23Jan 24Feb 24Mar 24Apr 249.68% (Max)-10.70% (Min)
Class C C000107819 GLNCX May 22Jun 22Jul 22Aug 22Sep 22Oct 22Nov 22Dec 22Jan 23Feb 23Mar 23Apr 23May 23Jun 23Jul 23Aug 23Sep 23Oct 23Nov 23Dec 23Jan 24Feb 24Mar 24Apr 249.68% (Max)-10.70% (Min)
Class I C000107820 GLNIX May 22Jun 22Jul 22Aug 22Sep 22Oct 22Nov 22Dec 22Jan 23Feb 23Mar 23Apr 23May 23Jun 23Jul 23Aug 23Sep 23Oct 23Nov 23Dec 23Jan 24Feb 24Mar 24Apr 249.74% (Max)-10.66% (Min)
Class R1 C000107821 GLNJX May 22Jun 22Jul 22Aug 22Sep 22Oct 22Nov 22Dec 22Jan 23Feb 23Mar 23Apr 23May 23Jun 23Jul 23Aug 23Sep 23Oct 23Nov 23Dec 23Jan 24Feb 24Mar 24Apr 249.69% (Max)-10.71% (Min)
Class R2 C000107822 GLNKX May 22Jun 22Jul 22Aug 22Sep 22Oct 22Nov 22Dec 22Jan 23Feb 23Mar 23Apr 23May 23Jun 23Jul 23Aug 23Sep 23Oct 23Nov 23Dec 23Jan 24Feb 24Mar 24Apr 249.73% (Max)-10.64% (Min)
Class R3 C000107823 GLNLX May 22Jun 22Jul 22Aug 22Sep 22Oct 22Nov 22Dec 22Jan 23Feb 23Mar 23Apr 23May 23Jun 23Jul 23Aug 23Sep 23Oct 23Nov 23Dec 23Jan 24Feb 24Mar 24Apr 249.74% (Max)-10.70% (Min)
Class R4 C000107824 GLNMX May 22Jun 22Jul 22Aug 22Sep 22Oct 22Nov 22Dec 22Jan 23Feb 23Mar 23Apr 23May 23Jun 23Jul 23Aug 23Sep 23Oct 23Nov 23Dec 23Jan 24Feb 24Mar 24Apr 249.79% (Max)-10.66% (Min)
Class R6 C000124429 GLNNX May 22Jun 22Jul 22Aug 22Sep 22Oct 22Nov 22Dec 22Jan 23Feb 23Mar 23Apr 23May 23Jun 23Jul 23Aug 23Sep 23Oct 23Nov 23Dec 23Jan 24Feb 24Mar 24Apr 249.80% (Max)-10.62% (Min)

Holdings

From latest NPORT-P, filed July 25th, 2024 for period ending May 31st, 2024. Historic holdings data available from Fincoded.
Name Profile Category Country Value $USD # Shares % of Fund
AGCO Corp Long Equity-common US $640K 6K 0.85
Allegion plc Long Equity-common IE $553K 5K 0.73
Amadeus IT Group SA Long Equity-common ES $732K 10K 0.97
As One Corp Long Equity-common JP $415K 26K 0.55
ASM International NV Long Equity-common NL $1M 2K 1.77
Atmus Filtration Technologies Inc Long Equity-common US $649K 21K 0.86
AUB Group Ltd Long Equity-common AU $1M 72K 1.90
Axalta Coating Systems Ltd Long Equity-common BM $534K 15K 0.71
Azbil Corp Long Equity-common JP $448K 16K 0.59
AZEK Co Inc/The Long Equity-common US $724K 15K 0.96
B&M European Value Retail SA Long Equity-common LU $1M 188K 1.73
B3 SA - Brasil Bolsa Balcao Long Equity-common BR $797K 391K 1.05
Bakkafrost P/F Long Equity-common FO $598K 11K 0.79
Big Yellow Group PLC Long Equity-common GB $599K 38K 0.79
Borregaard ASA Long Equity-common NO $788K 43K 1.04
Boyd Group Services Inc Long Equity-common CA $669K 4K 0.88
Breedon Group PLC Long Equity-common GB $777K 156K 1.03
Burberry Group PLC Long Equity-common GB $564K 43K 0.75
Burlington Stores Inc Long Equity-common US $1M 5K 1.63
Carlyle Group Inc/The Long Equity-common US $369K 9K 0.49
Catena AB Long Equity-common SE $637K 12K 0.84
Cboe Global Markets Inc Long Equity-common US $884K 5K 1.17
Corp Inmobiliaria Vesta SAB de CV Long Equity-common MX $678K 195K 0.90
Cranswick PLC Long Equity-common GB $2M 32K 2.42
Croda International PLC Long Equity-common GB $353K 6K 0.47
CTS Eventim AG & Co KGaA Long Equity-common DE $754K 9K 1.00
Daiseki Co Ltd Long Equity-common JP $510K 25K 0.68
Digital Garage Inc Long Equity-common JP $320K 21K 0.42
Dun & Bradstreet Holdings Inc Long Equity-common US $519K 54K 0.69
Element Solutions Inc Long Equity-common US $808K 34K 1.07
Elis SA Long Equity-common FR $421K 17K 0.56
Envista Holdings Corp Long Equity-common US $444K 23K 0.59
Essentra PLC Long Equity-common GB $621K 295K 0.82
Euronext NV Long Equity-common NL $1M 14K 1.88
Gerresheimer AG Long Equity-common DE $801K 7K 1.06
GFL Environmental Inc Long Equity-common CA $1M 43K 1.80
Howmet Aerospace Inc Long Equity-common US $2M 22K 2.48
ICON PLC Long Equity-common IE $2M 5K 2.17
IDEX Corp Long Equity-common US $668K 3K 0.88
IMCD NV Long Equity-common NL $608K 4K 0.80
Infrastrutture Wireless Italiane SpA Long Equity-common IT $702K 64K 0.93
Interpump Group SpA Long Equity-common IT $478K 10K 0.63
Jacobs Solutions Inc Long Equity-common US $1M 9K 1.59
Kardex Holding AG Long Equity-common CH $640K 2K 0.85
Kinaxis Inc Long Equity-common CA $663K 6K 0.88
Lear Corp Long Equity-common US $633K 5K 0.84
LEG Immobilien SE Long Equity-common DE $520K 6K 0.69
LKQ Corp Long Equity-common US $1M 28K 1.58
Lottery Corp Ltd/The Long Equity-common AU $750K 230K 0.99
Matador Resources Co Long Equity-common US $507K 8K 0.67
Mayr Melnhof Karton AG Long Equity-common AT $473K 4K 0.63
Melrose Industries PLC Long Equity-common GB $1M 185K 1.95
MFS Institutional Money Market Portfolio Long Short-term investment vehicle US $2M 2M 3.20
Mid-America Apartment Communities Inc Long Equity-common US $790K 6K 1.04
Moltiply Group SpA Long Equity-common IT $481K 12K 0.64
Multiplan Empreendimentos Imobiliarios SA Long Equity-common BR $816K 189K 1.08
Nishimatsuya Chain Co Ltd Long Equity-common JP $546K 37K 0.72
Nordson Corp Long Equity-common US $503K 2K 0.67
NS Solutions Corp Long Equity-common JP $874K 27K 1.16
nVent Electric PLC Long Equity-common IE $1M 16K 1.72
Obic Co Ltd Long Equity-common JP $660K 5K 0.87
Onto Innovation Inc Long Equity-common US $704K 3K 0.93
Pluxee NV Long Equity-common NL $551K 18K 0.73
Rapid7 Inc Long Equity-common US $383K 11K 0.51
RB Global Inc Long Equity-common CA $1M 14K 1.35
RS GROUP PLC Long Equity-common GB $570K 63K 0.75
S Foods Inc Long Equity-common JP $391K 22K 0.52
Saia Inc Long Equity-common US $507K 1K 0.67
Scout24 SE Long Equity-common DE $852K 11K 1.13
Selcuk Ecza Deposu Ticaret ve Sanayi A.S. Long Equity-common TR $345K 227K 0.46
Shizuoka Financial Group Inc Long Equity-common JP $842K 81K 1.11
SIG Group AG Long Equity-common CH $531K 26K 0.70
Singapore Technologies Engineering Ltd Long Equity-common SG $603K 194K 0.80
Skechers USA Inc Long Equity-common US $863K 12K 1.14
Sodexo SA Long Equity-common FR $620K 7K 0.82
STERIS PLC Long Equity-common IE $1M 6K 1.75
Summit Materials Inc Long Equity-common US $1M 30K 1.51
Sun Communities Inc Long Equity-common US $784K 7K 1.04
Symrise AG Long Equity-common DE $1M 10K 1.53
Tecan Group AG Long Equity-common CH $383K 1K 0.51
TechnipFMC PLC Long Equity-common GB $924K 35K 1.22
Teledyne Technologies Inc Long Equity-common US $765K 2K 1.01
TOTVS SA Long Equity-common BR $610K 112K 0.81
Toyo Suisan Kaisha Ltd Long Equity-common JP $640K 9K 0.85
UL Solutions Inc Long Equity-common US $624K 16K 0.83
UNITE Group PLC/The Long Equity-common GB $666K 56K 0.88
Universal Robina Corp Long Equity-common PH $509K 279K 0.67
UPL Ltd Long Equity-common IN $638K 104K 0.84
US Foods Holding Corp Long Equity-common US $575K 11K 0.76
VAT Group AG Long Equity-common CH $550K 1K 0.73
Verallia SA Long Equity-common FR $618K 15K 0.82
Veralto Corp Long Equity-common US $1M 11K 1.40
Westinghouse Air Brake Technologies Corp Long Equity-common US $2M 10K 2.30
XPO Inc Long Equity-common US $541K 5K 0.72
Yum China Holdings Inc Long Equity-common US $547K 15K 0.72
ZOZO Inc Long Equity-common JP $451K 19K 0.60
Zurn Elkay Water Solutions Corp Long Equity-common US $402K 13K 0.53

Address

MFS SERIES TRUST IV
111 HUNTINGTON AVENUE
BOSTON
Massachusetts
02199
United States of America

Websites

Directors

Laurie J. Thomsen
Peter D. Jones
John P. Kavanaugh
Michael W. Roberge
Maryanne L. Roepke
Clarence Otis, Jr.
Maureen R. Goldfarb
James W. Kilman, Jr.
Steven E. Buller
John A. Caroselli

Transfer Agents

MFS Service Center, Inc.

Pricing Services

Ice Data Pricing & Reference Data, LLC
Refinitiv US SEF LLC

Custodians

State Street Bank and Trust Company

Shareholder Servicing Agents

MFS Service Center, Inc.

Admins

Massachusetts Financial Services Company

Brokers

N/A