MN

MFS New Discovery Value Fund | NDVAX

Mutual Fund
MFS SERIES TRUST XIII
Last update 2025-04-24 127 Stocks (10 new)
Value $3.16 Bil Turnover 8 %
Countries:
Top Holdings: PB(1.48%)POR(1.39%)SLM(1.36%)PPBI(1.35%)THG(1.32%)
Summary Stock Picks Current Portfolio
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
-0.76%
-5.21%
6,692.7
Banks
POR
Portland General Electric Co
983,103
44,072.5
-1.95%
1.390
-0.03%
0.900
-7.72%
-4.56%
4,449.6
Utilities - Regulated
SLM
SLM Corp
1,423,145
42,964.8
-8.85%
1.360
-0.11%
0.680
+12.10%
+19.91%
6,881.2
Credit Services
PPBI
Pacific Premier Bancorp Inc
1,793,240
42,840.5
-1.95%
1.350
-0.03%
1.850
+0.42%
-12.98%
2,045.3
Banks
THG
The Hanover Insurance Group Inc
245,404
41,848.7
-1.95%
1.320
-0.02%
0.680
-1.83%
+11.01%
6,101.1
Insurance
PAGP
Plains GP Holdings LP
1,909,622
41,247.8
-1.95%
1.300
-0.02%
0.970
-7.14%
+9.80%
3,842.2
Oil & Gas
COLB
Columbia Banking System Inc
1,526,498
40,803.3
-1.95%
1.290
-0.03%
0.730
-4.78%
-10.87%
4,916.7
Banks
FHB
First Hawaiian Inc
1,486,239
39,994.7
-1.95%
1.260
-0.02%
1.180
+3.22%
-1.86%
3,138.0
Banks
BPOP
Popular Inc
396,549
39,825.4
-1.95%
1.260
-0.02%
0.570
+20.13%
+18.89%
7,550.6
Banks
PBH
Prestige Consumer Healthcare Inc
467,240
39,598.6
-1.95%
1.250
-0.02%
0.940
-7.12%
+2.25%
3,931.3
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
$103.82
14.40%
New holding
313,205
313,205
AIZ
Assurant Inc
2025-02-28
Sold Out
Sold Out
-0.94%
●
198.92 ($212) 227.34
$197.49
-6.84%
Sold Out
0
-148,521
DAN
Dana Inc
2025-02-28
New Buy
New Buy
+0.86%
●
10 ($13.64) 16.88
$17.15
25.73%
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
$138.09
-14.80%
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
$8.26
-2.94%
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
$12.17
-26.47%
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
$18.66
-11.35%
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
$24.15
-17.97%
Sold Out
0
-646,835

MFS New Discovery Value Fund Total Holding History ($B)

To

MFS New Discovery Value Fund's Asset Allocation

To

MFS New Discovery Value Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

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

Size field:

MFS New Discovery Value Fund's Holdings Bubble Chart

MFS New Discovery Value Fund News

  • 1

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