MFS Meridian Funds - U.S. Corporate Bond Fund N1 USD
Fund
ISIN LU0870267522 / Valor 20327181
NAV (2025-01-13)
USD 11.58-0.17%
MFS Meridian Funds - U.S. Corporate Bond Fund N1 USD
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General Objective
The fund aims to focus on investment-grade debt and corporate bonds of U.S. issuers believed to have solid/improving fundamentals, with the opportunity to include high-yield, international, and/or emerging market debt for additional diversification and total return opportunities.
Fund Exposure
The fund is primarily exposed to investment-grade corporates, U.S. Treasuries, high-yield corporates, emerging markets debt, non-U.S. sovereigns, residential mortgage-backed securities, collateralized loan obligations, municipals, asset-backed securities, and cash & cash equivalents. The portfolio is based on intensive fundamental research and collaborative research organization that aims to avoid adverse credit events, focusing on bottom-up security selection.
Risks
Investment in the fund may involve a high degree of risk, including bond risk, derivatives 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.