MFS Meridian Funds - U.S. Value Fund WH1 GBP header image

MFS Meridian Funds - U.S. Value Fund WH1 GBP

Fund

ISIN LU0583241756 / Valor 12580772

NAV (2025-11-28)
GBP 34.80+0.58%

MFS Meridian Funds - U.S. Value Fund WH1 GBP
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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 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
0.58%GBP 609.89
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
0.58%EUR 25.89
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
0.57%USD 38.72
MFS Meridian Funds - U.S. Value Fund W1 USD
MFS Meridian Funds - U.S. Value Fund W1 USD MFS Meridian Funds - U.S. Value Fund W1 USD Valor: 10998339
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Annual Return

-50%0%+50%

Risk level

110
0.58%USD 45.30
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
0.57%USD 472.56
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
0.58%USD 46.97
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
0.50%EUR 471.45
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
0.56%EUR 301.87
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
0.57%USD 26.52
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
0.53%EUR 18.96