MFS Meridian Funds - U.S. Corporate Bond Fund W1 USDRegistreer u om de ratings zichtbaar te maken |
Hoe heeft dit fonds gepresteerd? | 29-02-2024 |
Ontwikkeling van EUR 1000 (EUR) | Uitgebreide Grafiek |
Fonds | 2,2 | 6,0 | -11,1 | 5,2 | 0,9 | |
+/-Cat | 2,4 | 0,2 | -0,8 | 0,9 | 0,5 | |
+/-Idx | 1,5 | -0,4 | -0,9 | 0,5 | 0,4 | |
Categorie: Obligaties USD Bedrijven | ||||||
Categorie Benchmark: Morningstar US Corp Bd TR USD |
Kerngegevens | ||
Koers 28-03-2024 | USD 12,99 | |
Rendement 1 Dag | 0,27% | |
Morningstar Categorie™ | Obligaties USD Bedrijven | |
Vestigingsland | Luxemburg | |
ISIN | LU0870268173 | |
Grootte Fonds (Mil) 28-03-2024 | USD 609,39 | |
Grootte Fondsklasse (Mil) 28-03-2024 | USD 79,53 | |
Aankoopkosten (Max) | - | |
Lopende Kosten Factor 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... | |
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Pijlers Morningstar | |
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Team | 23 |
Fondshuis | 24 |
Proces | 24 |
Rendement | |
Kosten |
Beleggingsdoelstelling: MFS Meridian Funds - U.S. Corporate Bond Fund 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. |
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Management | ||
Naam manager Aanvangsdatum | ||
Alexander Mackey 05-04-2017 | ||
John Mitchell 20-01-2023 | ||
Oprichtingsdatum 19-02-2013 |
Advertentie |
Categorie Benchmark | |
Benchmark van het fonds | Benchmark Morningstar |
Bloomberg US Credit TR USD | Morningstar US Corp Bd TR USD |
Target Market | ||||||||||||||||||||
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Waar belegt het fonds in? MFS Meridian Funds - U.S. Corporate Bond Fund W1 USD | 31-01-2024 |
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