Listado de fondos de

MFS Meridian Funds

Patrimonio

24.572 M€

Fondos

37 604 clases

Categorías

Riesgo

Rentabilidades de los fondos

Rentabilidad anualizada


Listado de todos los fondos

Rentabilidad anualizada

# Fondo Patrimonio Riesgo Rentabilidad Volatilidad DrawDown
1 MFS® Meridian European Value Fund 5.127M€ 5 11,94% 7,34% -3,32% 8,98% 9,05% -8,47% 11,17% 10,23% -8,47%
2 MFS® Meridian Global Equity Fund 4.411M€ 5 9,20% 8,10% -5,97% 9,75% 9,58% -9,67% 11,22% 10,68% -11,57%
3 MFS® Meridian Emerging Markets Debt Fund 2.616M€ 4 -3,17% 5,93% -6,36% 2,22% 7,08% -10,36% 5,84% 7,80% -10,36%
4 MFS® Meridian Global Total Return Fund 2.443M€ 4 3,35% 4,88% -4,32% 4,28% 6,30% -5,81% 6,85% 7,19% -9,04%
5 MFS® Meridian Prudent Wealth Fund 2.395M€ 4 10,48% 5,71% -1,98% 5,98% 6,18% -6,91% 8,66% 7,22% -6,91%
6 MFS® Meridian European Research Fund 1.922M€ 5 7,74% 7,79% -4,60% 5,74% 9,71% -11,47% 8,21% 10,42% -12,71%
7 MFS® Meridian US Value Fund 1.591M€ 5 9,30% 8,51% -6,54% 8,90% 11,31% -9,32% 11,27% 11,08% -10,94%
8 MFS® Meridian European Smaller Coms Fd 1.081M€ 5 9,61% 7,02% -3,07% 8,22% 9,42% -8,14% 12,47% 9,68% -8,14%
9 MFS® Meridian Global Concentrated Fund 924M€ 5 9,57% 10,04% -7,57% 10,29% 10,25% -9,98% 12,57% 10,95% -10,31%
10 MFS® Meridian Limited Maturity Fund 574M€ 2 2,20% 7,08% -6,81% -0,56% 7,19% -14,73% 3,11% 7,89% -14,73%
11 MFS® Meridian US Total Return Bond Fund 521M€ 3 0,36% 7,31% -7,13% 0,14% 6,91% -13,20% 4,77% 8,24% -13,20%
12 MFS® Meridian Global High Yield Fund 443M€ 3 2,74% 6,61% -6,81% 3,67% 7,52% -11,36% 6,53% 7,94% -11,36%
13 MFS® Meridian US Concentrated Growth Fd 420M€ 5 23,35% 7,59% -2,67% 13,53% 10,29% -8,27% 14,27% 10,68% -10,89%
14 MFS® Meridian Prudent Capital Fund 415M€ 4 9,12% 6,15% -3,47% - - - - - -
15 MFS® Meridian US Government Bond Fund 257M€ 3 -0,02% 7,63% -7,57% -1,29% 7,25% -15,17% 3,52% 8,50% -15,17%
16 MFS® Meridian US Corporate Bond Fund 217M€ 3 -0,08% 7,18% -7,35% 1,22% 6,76% -12,34% 5,56% 8,24% -12,34%
17 MFS® Meridian Global Research Focused Fd 181M€ 5 11,54% 8,43% -5,48% 8,45% 9,63% -11,65% 9,80% 9,89% -13,18%
18 MFS® Meridian Diversified Income Fund 155M€ 4 2,53% 6,85% -6,89% 3,41% 7,22% -12,24% - - -
19 MFS® Meridian European Core Equity Fund 103M€ 5 7,99% 7,52% -3,64% 7,26% 9,73% -11,81% 8,69% 10,38% -11,81%
20 MFS® Meridian Inflation-Adjusted Bond Fd 92M€ 4 0,86% 7,29% -6,62% -0,35% 7,10% -14,94% 3,14% 8,56% -14,94%
21 MFS® Meridian Global Opportunistic Bd Fd 83M€ 3 2,79% 6,65% -6,50% - - - - - -
22 MFS® Meridian Emerging Markets Equity Fd 77M€ 6 -0,38% 8,81% -4,07% 10,70% 10,42% -13,40% 5,34% 12,24% -21,62%
23 MFS® Meridian Asia Ex-Japan Fund 63M€ 5 1,52% 9,10% -3,43% 10,18% 10,46% -11,74% 7,64% 11,82% -19,50%
24 MFS® Meridian UK Equity Fund 54M€ 5 4,21% 9,93% -5,78% 1,19% 10,87% -14,24% 3,75% 11,15% -16,23%
25 MFS® Meridian Global Multi-Asset Fund 49M€ 6 -7,33% 5,24% -8,57% -2,21% 8,56% -12,00% 3,44% 8,30% -12,00%
26 MFS® Meridian Emerg Mkts Dbt Lcl Ccy Fd 44M€ 5 -9,83% 7,74% -9,80% 1,04% 9,29% -12,69% -0,33% 9,71% -17,34%
27 MFS® Meridian Managed Wealth Fund 20M€ 6 3,88% 6,13% -5,81% - - - - - -
28 MFS® Meridian Global Credit Fund 19M€ 3 0,12% 5,01% -5,04% 2,18% 5,11% -8,10% 4,39% 6,37% -8,10%
29 MFS® Meridian Latin American Equity Fund 19M€ 6 -16,86% 21,05% -18,72% 5,27% 19,32% -18,72% -3,72% 18,73% -41,46%
30 MFS® Meridian Global Energy Fund 15M€ 6 10,40% 14,71% -7,10% 1,88% 15,44% -21,98% -0,57% 14,30% -25,18%
31 MFS® Meridian Continental European Eq Fd 11M€ 5 7,85% 7,92% -4,50% 7,30% 9,98% -11,11% 8,30% 10,93% -13,34%
32 MFS® Meridian Absolute Return Fund 10M€ 6 -10,47% 6,00% -13,37% -2,95% 7,85% -13,37% 1,39% 7,80% -13,37%
33 MFS® Meridian Blended Rsrch Eurp Eq Fd 9M€ 5 2,99% 9,74% -5,74% 6,39% 9,84% -11,71% 6,77% 10,87% -15,16%
34 MFS® Meridian Japan Equity Fund 6M€ 5 8,03% 8,50% -3,65% 7,14% 11,16% -11,97% 7,73% 12,79% -13,83%
35 MFS® Meridian US Equity Opportunities Fd 5M€ 5 10,81% 8,27% -6,14% 7,59% 11,07% -10,05% - - -
36 MFS® Meridian US Equity Income Fund 4M€ 5 12,88% 7,67% -4,88% - - - - - -
37 MFS® Meridian Funds Global Equity Inc Fd 3M€ 5 5,13% 7,12% -3,89% - - - - - -

Para aquellos fondos que tengan más de una clase se está utilizando la rentabilidad y datos asociados de la clase con mayor patrimonio.

Aviso legal sobre productos

Los datos de evolución y rentabilidad se muestran con fines informativos. Rentabilidades pasadas no son garantía de rentabilidades futuras ni indicadores fiables de la evolución futura de un activo.
Fuente: Morningstar.