MFS Meridian Funds - European Value WH1 USD header image

MFS Meridian Funds - European Value WH1 USD

Fund

ISIN LU1529512482 / Valor 34803031

NAV (2025-02-14)
USD 23.25-0.09%

MFS Meridian Funds - European Value WH1 USD
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive
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.

Content summarized by AI chatbot
Source

https://www.mfs.com/de-de/investment-professional/product-strategies/meridian-funds/LU0219440764-european-value-fund.html

Tags:
value investing european equities msci europe index msci europe value index

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00

OTHER SHARE CLASSES OF THIS FUND

MFS Meridian Funds - European Value Fund AH1 USD
MFS Meridian Funds - European Value Fund AH1 USD MFS Meridian Funds - European Value Fund AH1 USD Valor: 21714790
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.07%USD 29.26
MFS Meridian Funds - European Value Fund Z1 EUR
MFS Meridian Funds - European Value Fund Z1 EUR MFS Meridian Funds - European Value Fund Z1 EUR Valor: 3289508
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.08%EUR 421.48
MFS Meridian Funds - European Value Fund N1 USD
MFS Meridian Funds - European Value Fund N1 USD MFS Meridian Funds - European Value Fund N1 USD Valor: 20326213
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.15%USD 20.27
MFS Meridian Funds - European Value Fund W1 GBP
MFS Meridian Funds - European Value Fund W1 GBP MFS Meridian Funds - European Value Fund W1 GBP Valor: 30392983
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.05%GBP 22.09
MFS Meridian Funds - European Value Fund A1 USD
MFS Meridian Funds - European Value Fund A1 USD MFS Meridian Funds - European Value Fund A1 USD Valor: 2192561
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.17%USD 35.49
MFS Meridian Funds - European Value Fund I1 EUR
MFS Meridian Funds - European Value Fund I1 EUR MFS Meridian Funds - European Value Fund I1 EUR Valor: 2192579
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.09%EUR 495.73
MFS Meridian Funds - European Value Fund IH1 USD
MFS Meridian Funds - European Value Fund IH1 USD MFS Meridian Funds - European Value Fund IH1 USD Valor: 21714803
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.09%USD 33.01
MFS Meridian Funds - European Value Fund I1 USD
MFS Meridian Funds - European Value Fund I1 USD MFS Meridian Funds - European Value Fund I1 USD Valor: 21277733
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.22%USD 22.59
MFS Meridian Funds - European Value Fund A1 EUR
MFS Meridian Funds - European Value Fund A1 EUR MFS Meridian Funds - European Value Fund A1 EUR Valor: 1214333
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.09%EUR 66.49
MFS Meridian Funds - European Value Fund W1 USD
MFS Meridian Funds - European Value Fund W1 USD MFS Meridian Funds - European Value Fund W1 USD Valor: 10998163
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.18%USD 33.25