MFS Meridian Funds High Yield A1 USD

At A Glance

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Net Asset Value

25.70USD

 -0.04

25 Jul 2014

YTD Return (Cumulative)
 1.83%
5 Year Return (Annualized)
 10.68%
Classification
Bond USD High Yield
Manager Benchmark
Barclays US HY 2% TRIX
Lipper Leader Profile (Overall)
 
 
 
 

Growth of 10,000USD since June, 2004 »

 MFS Meridian Funds High Yield A1 USD

The Growth of 10,000USD chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund PromoterMFS
Portfolio ManagerMassachusetts Financial Services Company
Launch Date01 Jul 1997
Geographical FocusGlobal
Redemption Current--
Redemption Max1.00%
Redemption Min0.00%

Fees, Expenses, & Minimums

Early Redemption Fee1.00%
Initial Current--
Initial Max6.00%
Initial Min--
Regular Investments--
Irregular Investments--
Total Net Assets237.56  M USD
Total Net Assets Date30 Jun 2014
Annual Current Charge0.75%
Annual Max Charge--
Annual Min Charge--

Investment Strategy

The Fund's objective is total return, with an emphasis on high current income but also considering capital appreciation, measured in U.S. dollars. The Fund invests primarily (at least 70%) in below investment grade debt instruments. The Fund generally focuses its investments in U.S. corporate debt instruments, but may also invest in non-U.S. issuers located in developed and emerging market countries and government debt instruments.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
22410
Consistent Return
 
22410
Capital Preservation
 
22853
Low Expense
 
19648

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

Lipper Leaders.com

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Quick Fund Facts

This fund is not an index fund
This fund is open to new investors
This fund is not ISA eligible
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