MFS Meridian US Corporate Bond W1 USD |
Performance History | 30/04/2024 |
Growth of 1,000 (EUR) |
Fund | 2.2 | 6.0 | -11.1 | 5.2 | 1.0 | |
+/-Cat | 2.4 | 0.2 | -0.8 | 0.9 | 0.6 | |
+/-Idx | 1.5 | -0.4 | -0.9 | 0.5 | 0.7 | |
Category: USD Corporate Bond | ||||||
Benchmarks: Morningstar US Corp Bd TR USD |
Key Stats | ||
NAV 14/05/2024 | USD 12.91 | |
Day Change | 0.03% | |
Morningstar Category™ | USD Corporate Bond | |
ISIN | LU0870268173 | |
Fund Size (Mil) 14/05/2024 | USD 589.94 | |
Share Class Size (Mil) 14/05/2024 | USD 82.40 | |
Max Initial Charge | - | |
Ongoing Charge 15/12/2023 | 0.60% |
Morningstar Research |
Analyst Report | 21/02/2024 Elbie Louw, Senior Analyst Morningstar, Inc |
In December 2019, Henry Peabody joined Alex Mackey and longstanding manager Robert Persons on the strategy in preparation for Persons’ June 2021 retirement. Unexpectedly, Peabody left MFS in January 2023 and was promptly replaced by MFS portfolio... | |
Click here to read this analyst report |
Morningstar Pillars | |
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People | 23 |
Parent | 24 |
Process | 24 |
Performance | |
Price |
Investment Objective: MFS Meridian US Corporate Bond W1 USD |
The Fund’s objective is total return, with an emphasis on current income but also considering capital appreciation, measured in U.S. dollars. The Fund invests primarily (at least 70%) in U.S. dollar-denominated corporate debt instruments. The Fund generally focuses its investments in investment grade corporate debt instruments of U.S. issuers, but may also invest in below investment grade debt instruments, government and government-related debt instruments, securitized instruments, and debt instruments of non-U.S. issuers, including issuers in emerging markets. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Alexander Mackey 05/04/2017 | ||
John Mitchell 20/01/2023 | ||
Inception Date 19/02/2013 |
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Benchmarks | |
Fund Benchmark | Morningstar Benchmark |
Bloomberg US Credit TR USD | Morningstar US Corp Bd TR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for MFS Meridian US Corporate Bond W1 USD | 31/03/2024 |
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