MFS Meridian Funds - Limited Maturity Fund C2 USD
UMushroom community rating:
0.00
0 votes
No rating yet
NegativeNeutralPositive
General Objective
The fund's investment objective is to seek total return with an emphasis on current income, but also considering capital preservation, measured in US dollars.
Fund Exposure
This conservative, short-term bond fund invests in investment-grade securities across various sectors, including Investment Grade Corporates, U.S. Treasuries, Collateralized Loan Obligations, and Residential Mortgage Backed securities. The Fund's average maturity normally doesn't exceed five years.
Risks
Investment in the fund may involve a high degree of risk, including bond risk and derivatives risk. The value of the fund can be volatile and could decrease substantially in a short period of time. Investors should consider the risks related to currency movements between their investing currency and the portfolio's base currency, if different.