MFS Meridian Funds - U.S. Value Fund W1 USD header image

MFS Meridian Funds - U.S. Value Fund W1 USD

Fund

ISIN LU0458498309 / Valor 10998339

NAV (2025-12-12)
USD 45.97-0.04%

MFS Meridian Funds - U.S. Value Fund W1 USD
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The MFS Meridian US Value Fund focuses on investing in large-cap, high-quality U.S. companies that are attractively valued, aiming for capital appreciation. It employs traditional value investing strategies with a strong emphasis on managing downside risk across different market conditions. The fund takes a long-term investment approach, selecting stocks that offer solid fundamentals and potential for growth, while maintaining flexibility to adapt to changing market environments.

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Tags:
esg us equities s&p 500 index russell 1000 value index

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OTHER SHARE CLASSES OF THIS FUND

MFS Meridian Funds - U.S. Value Fund AH1 EUR
MFS Meridian Funds - U.S. Value Fund AH1 EUR MFS Meridian Funds - U.S. Value Fund AH1 EUR Valor: 12580598
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Annual Return

-50%0%+50%

Risk level

110
-0.08%EUR 26.22
MFS Meridian Funds - U.S. Value Fund C1 USD
MFS Meridian Funds - U.S. Value Fund C1 USD MFS Meridian Funds - U.S. Value Fund C1 USD Valor: 1548673
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Annual Return

-50%0%+50%

Risk level

110
-0.08%USD 39.27
MFS Meridian Funds - U.S. Value Fund I1 GBP
MFS Meridian Funds - U.S. Value Fund I1 GBP MFS Meridian Funds - U.S. Value Fund I1 GBP Valor: 2193188
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Annual Return

-50%0%+50%

Risk level

110
0.16%GBP 613.00
MFS Meridian Funds - U.S. Value Fund I1 USD
MFS Meridian Funds - U.S. Value Fund I1 USD MFS Meridian Funds - U.S. Value Fund I1 USD Valor: 2193184
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Annual Return

-50%0%+50%

Risk level

110
-0.05%USD 479.60
MFS Meridian Funds - U.S. Value Fund A1 USD
MFS Meridian Funds - U.S. Value Fund A1 USD MFS Meridian Funds - U.S. Value Fund A1 USD Valor: 1214268
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Annual Return

-50%0%+50%

Risk level

110
-0.06%USD 47.65
MFS Meridian Funds - U.S. Value Fund I1 EUR
MFS Meridian Funds - U.S. Value Fund I1 EUR MFS Meridian Funds - U.S. Value Fund I1 EUR Valor: 14240306
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Annual Return

-50%0%+50%

Risk level

110
-0.04%EUR 472.97
MFS Meridian Funds - U.S. Value Fund WH1 GBP
MFS Meridian Funds - U.S. Value Fund WH1 GBP MFS Meridian Funds - U.S. Value Fund WH1 GBP Valor: 12580772
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Annual Return

-50%0%+50%

Risk level

110
-0.06%GBP 35.29
MFS Meridian Funds - U.S. Value Fund IH1 EUR
MFS Meridian Funds - U.S. Value Fund IH1 EUR MFS Meridian Funds - U.S. Value Fund IH1 EUR Valor: 12580762
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Annual Return

-50%0%+50%

Risk level

110
-0.06%EUR 306.06
MFS Meridian Funds - U.S. Value Fund N1 USD
MFS Meridian Funds - U.S. Value Fund N1 USD MFS Meridian Funds - U.S. Value Fund N1 USD Valor: 20326681
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Annual Return

-50%0%+50%

Risk level

110
-0.07%USD 26.90
MFS Meridian Funds - U.S. Value Fund WH1 EUR
MFS Meridian Funds - U.S. Value Fund WH1 EUR MFS Meridian Funds - U.S. Value Fund WH1 EUR Valor: 30120303
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Annual Return

-50%0%+50%

Risk level

110
-0.10%EUR 19.22