MFS Meridian Funds - Diversified Income Fund W2 USD
Fund
ISIN LU1099987452 / Valor 25202646
NAV (2024-12-20)
USD 10.35+0.39%
MFS Meridian Funds - Diversified Income Fund W2 USD
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General Objective
The fund's investment objective is to seek total return with an emphasis on current income, but also considering capital appreciation, measured in US dollars.
Fund Exposure
The fund combines broad diversification across multiple income-oriented asset classes, active asset allocation, and bottom-up security selection. It primarily invests in debt securities (corporate and government issues), dividend-paying equities, and real estate-related securities.
Risks
The fund specific risks include stock risk, bond risk, emerging markets risk, derivatives risk, high yield risk, and real estate risk. Investors should consider the risks related to currency movements between their investing currency and the portfolio's base currency, if different.