MFS New Discovery Value Fund

MFS New Discovery Value Fund is a registered fund series of MFS SERIES TRUST XIII (series S000032712). Net assets $2.5B as of 2026-05-31.

Profile

Advisers

Top holdings (147 reported)

Showing 15 of 147 holdings by value.

HoldingTickerValue% of fund
JP Morgan US Government Money Market Fund$58.5M234.97%
Riot Platforms Inc$48.5M194.98%
Element Solutions Inc$36.6M146.94%
Plains GP Holdings LP$31.7M127.46%
Cathay General Bancorp$31.1M124.95%
Prosperity Bancshares Inc$31.1M124.90%
Columbia Banking System Inc$30.3M121.90%
First Interstate BancSystem Inc$29.9M120.04%
First Hawaiian Inc$29.5M118.66%
Hancock Whitney Corp$28.4M114.14%
Popular Inc$27.9M112.06%
Portland General Electric Co$27.4M110.22%
Ligand Pharmaceuticals Inc$26.1M105.00%
United Community Banks Inc/GA$25.7M103.40%
EchoStar Corp$25.6M102.74%

Net asset history

Report dateNet assets
2026-05-31$2.5B
2026-02-28$2.7B
2025-11-30$2.7B
2025-08-31$2.9B
2025-05-31$2.7B
2025-02-28$3.2B
2024-11-30$3.7B
2024-08-31$3.5B

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