# 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

- Series ID: S000032712
- Registrant: MFS SERIES TRUST XIII
- LEI: LRMRW30Z8FYTIFW1W860
- Net assets: $2.5B
- Total assets: $2.5B
- As of: 2026-05-31

## Advisers

- [Massachusetts Financial Services Company (Advisor)](https://search.stillhousedata.com/firm/110045)

## Top holdings (147 reported)

_Showing 15 of 147 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [JP Morgan US Government Money Market Fund](https://search.stillhousedata.com/security/4812C2270) | — | $58.5M | 234.97% |
| [Riot Platforms Inc](https://search.stillhousedata.com/security/767292105) | — | $48.5M | 194.98% |
| [Element Solutions Inc](https://search.stillhousedata.com/security/28618M106) | — | $36.6M | 146.94% |
| [Plains GP Holdings LP](https://search.stillhousedata.com/security/72651A207) | — | $31.7M | 127.46% |
| [Cathay General Bancorp](https://search.stillhousedata.com/security/149150104) | — | $31.1M | 124.95% |
| [Prosperity Bancshares Inc](https://search.stillhousedata.com/security/743606105) | — | $31.1M | 124.90% |
| [Columbia Banking System Inc](https://search.stillhousedata.com/security/197236102) | — | $30.3M | 121.90% |
| [First Interstate BancSystem Inc](https://search.stillhousedata.com/security/32055Y201) | — | $29.9M | 120.04% |
| [First Hawaiian Inc](https://search.stillhousedata.com/security/32051X108) | — | $29.5M | 118.66% |
| [Hancock Whitney Corp](https://search.stillhousedata.com/security/410120109) | — | $28.4M | 114.14% |
| [Popular Inc](https://search.stillhousedata.com/security/733174700) | — | $27.9M | 112.06% |
| [Portland General Electric Co](https://search.stillhousedata.com/security/736508847) | — | $27.4M | 110.22% |
| [Ligand Pharmaceuticals Inc](https://search.stillhousedata.com/security/53220K504) | — | $26.1M | 105.00% |
| [United Community Banks Inc/GA](https://search.stillhousedata.com/security/90984P303) | — | $25.7M | 103.40% |
| [EchoStar Corp](https://search.stillhousedata.com/security/278768106) | — | $25.6M | 102.74% |

## Net asset history

| Report date | Net 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 |

## More

- [Registrant: MFS SERIES TRUST XIII](https://search.stillhousedata.com/registrant/356349)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000032712.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.