MFS Meridian Funds - European Value WH1 USD
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General Objective
The fund's general objective is to seek capital appreciation, measured in euros. It focuses on undervalued European companies of any size and employs a rigorous valuation discipline expressed through a patient, contrarian approach and a focus on downside risk management.
Fund Exposure
The fund is primarily exposed to European companies across various sectors such as Industrials, Financials, Consumer Staples, Consumer Discretionary, Health Care, Utilities, Information Technology, Communication Services, Materials, Energy, and Real Estate. The portfolio structure is heavily weighted towards stocks (98.5%) compared to Cash & Cash Equivalents (1.5%).
Risks
Investment in the fund may involve a high degree of risk, including stock risk, value risk, and geographic risk. The value of the fund can be volatile and could decrease substantially in a short period of time. Additionally, investors should consider risks related to currency movements between their investing currency and the portfolio's base currency, if different.