MFS Meridian Funds – Prudent Wealth Fund A1 USD

ISIN: LU0337786437
Categoria Morningstar: USD Aggressive Allocation
Empresa: MFS Investment Management
ISIN: LU0337786437
Categoria Morningstar: USD Aggressive Allocation
Empresa: MFS Investment Management
The Fund’s objective is capital appreciation, measured in U.S. dollars. The Fund normally focuses its investments in equity securities of issuers located in developed and emerging market countries, however may invest without limit in debt instruments of corporate and government issuers based on its view of the relative value of different types of securities and/or other market conditions. The Fund generally focuses its equity investments in companies it believes to be undervalued compared to their perceived worth (value companies). The Fund may invest in companies of any size. The fund may invest in below investment grade debt instruments. The Fund may invest a relatively large percentage of its assets in a small number of issuers.
Rentabilidade anual | 1 ano | 3 anos | 5 anos | Início | 2021 | 2020 | 2019 | 2018 | 2017 |
---|---|---|---|---|---|---|---|---|---|
Rentabilidade anual: Fundo | 1 ano: 3,38 | 3 anos: 8,10 | 5 anos: 6,83 | Início: 8,35 | 2021: 0,26 | 2020: 5,57 | 2019: 15,82 | 2018: 3,76 | 2017: 3,71 |
Rentabilidade anual: Categoria | 1 ano: -0,23 | 3 anos: 5,63 | 5 anos: 6,81 | Início: - | 2021: 2,23 | 2020: 0,25 | 2019: 20,74 | 2018: -4,37 | 2017: 1,60 |
Rentabilidade anual: Percentil | 1 ano: 15,00 | 3 anos: 6,00 | 5 anos: 31,00 | Início:- | 2021: 15,00 | 2020: 15,00 | 2019: 89,00 | 2018: 2,00 | 2017: 29,00 |
Risco | Volatilidade | Rácio de Sharpe | Correlação | Beta | Alfa | Tracking error | Rácio de informação |
---|---|---|---|---|---|---|---|
Risco: 3 anos | 1 Volatilidade: 5,56 | 3 Rácio de Sharpe: 1,10 | 5 Correlação: 62,62 | Beta: 0,28 | Alfa: 4,80 | Tracking error: 11,22 | Rácio de informação: -0,07 |