MFS Meridian Funds-Diversified Income A1 USD

At A Glance

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Net Asset Value

11.84USD

 0.51

01 Jul 2020

YTD Return (Cumulative)
 -5.35%
5 Year Return (Annualized)
 6.16%
Classification
Mixed Asset USD Flex - Global
Manager Benchmark
S&P 500 TR IX
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense

Growth of 10,000USD since December, 2014 »

 MFS Meridian Funds-Diversified Income A1 USD

The Growth of 10,000USD chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund PromoterMFS
Portfolio ManagerMassachusetts Financial Services Company
Launch Date31 Oct 2014
Geographical FocusGlobal
Redemption Current--
Redemption Max1.00%
Redemption Min0.00%

Fees, Expenses, & Minimums

Early Redemption Fee1.00%
Initial Current--
Initial Max6.00%
Initial Min--
Regular Investments--
Irregular Investments--
Total Net Assets34.30  M USD
Total Net Assets Date30 Jun 2020
Annual Current Charge0.90%
Annual Max Charge--
Annual Min Charge--

Investment Strategy

The Fund invests primarily in a broad range of debt instruments and equity securities of issuers located in developed and emerging markets, including convertible securities and real estate-related investments. The Funds exposure to these asset classes is expected to be approximately 15% in debt instruments of issuers located in emerging markets (which may include below investment grade debt instruments), 25% in other below investment grade debt instruments, 20% in U.S. Government securities, 20% in dividend-paying equity securities and 20% in real estate-related investments. These allocations may vary significantly from time to time.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
508
Consistent Return
 
508
Capital Preservation
 
5813
Low Expense
 
491

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

Lipper Leaders.com

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Quick Fund Facts

This fund is not an index fund
This fund is open to new investors
This fund is not ISA eligible
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